How do I create invoice with Tax Inclusive/Exclusive?

Below are the steps on how to create invoices with Tax Inclusive/Exclusive.

• To create a tax, go to Settings under the Billing tab and click on Tax Details.
• Under Tax Settings, click the Add button. You will be prompted to enter tax information.

• Enter the tax details such as the tax name, rate, and choose the tax type — either Exclusive or Inclusive, based on your needs. In this example, let's choose Inclusive and click the Add button.
• Exclusive: The tax amount will be added to the listed price.
• Inclusive: The listed price will already include the tax amount.

• Once added, you will see the newly created tax appear in the list.

• Now, let's add the tax to the invoice.
• While creating or updating an invoice, go to Advanced Options and enable the Tax toggle.
• Select the tax you want to apply from the list and save the invoice, that’s it!

• On the invoice checkout page, you’ll see that the due amount includes the tax (20%).

If you have any questions, feel free to email us at support@payfunnels.com.