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Create your taxes

Updated over 3 months ago

If your establishment is subject to tax and you want to use the "tax-free" and "all-tax" invoicing and sales tracking functions, you first need to set up your taxes:

  • Go to the Account menu at the top right of your screen

  • Then select the Taxes function

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  • In the Taxes tab, no tax is applied by default.

    • If your establishment is not subject to tax, you do not need to set the rates you wish to apply. In France, if you fall into this professional category, your invoices will automatically bear the words "Article 293 B du Code Général des Impôts: TVA non applicable"

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  • If your establishment applies taxes, simply set the cursor to Yes

  • Then define your first tax by indicating its name and rate

    • The name you enter will be the one that appears on your invoices

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  • Don't forget toSave your changes

Once you've created your taxes, all you have to do is apply them to your different offers by selecting it from the drop-down menu in the Tax applied field (see example below).

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Note: you can delete a tax created by mistake. However, if this tax has already been assigned to an offer or a booking, you will not be able to delete it (for reasons of traceability of your tax operations). You will need to create a new tax corresponding to the correct version.

As taxes are not applied retroactively, they will apply to future invoices.

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