When creating an invoice in Melio, you can apply your tax rate. This article shows you how to do it and make changes on the spot.
How to apply taxes to an invoice?
1 - Sign in to your Melio account.
2 - Select Get Paid on the left sidebar.
3 - Select +Create invoice at the top right in the Get Paid dashboard.
4 - On the Create invoice screen, find the Invoice items section.
5 - Add the desired items to your invoice. Make sure that the items’ quantity and price are correct.
6 - To apply your default tax rate, check the checkbox in the Tax column.
By checking/unchecking the checkboxes next to the relevant invoice items, you can apply the tax to all invoice items or only to specific ones.
7 - After applying the default tax, you will see it in the invoice amount.
How do you set up a different tax rate?
1 - Hover over the tax name to see the pencil icon.
2 - Select the pencil icon.
3 - An Add tax pop-up window will appear. Here, you can edit the tax details:
- You can change the tax rate.
- You can search for a different tax by typing its name in the search bar and selecting it from the drop-down list.
- You can add a new tax by selecting the +Add new tax rate button.
That’s it. You successfully applied a tax to your invoice.