How Do I Include Sales Tax On My Invoice?

How to Make Sure Sales Tax Is Applied to Your Invoices in PhotoBiz

With the Quotes & Invoices tool in your PhotoBiz Website Package, you can send professional, itemized invoices to your clients. You also have the option to apply sales tax to each line item. Sales tax is automatically calculated based on your settings and added to the invoice total.

This guide will walk you through how to make sure your invoices are applying sales tax correctly.

STEP ONE

Log into your PhotoBiz account and click on ECOMMERCE in the left-side menu.

At the top, click PAYMENTS, then select SALES TAX from the dropdown.

You'll see any existing tax lines you've set up. If you haven’t set one up yet, follow this guide:

👉 How To Add A Sales Tax Line

STEP TWO

Click on QUOTES & INVOICES in the left-hand menu.

STEP THREE

Click on the INVOICES tab at the top center of your screen.

STEP FOUR

Create a new invoice or open an existing one by clicking its Invoice Number.

STEP FIVE

Check the Contact’s Information

Sales tax is calculated using the billing and shipping address on the contact assigned to the invoice.

To make sure sales tax appears and calculates correctly:

Make sure the contact has a country and state listed.
If your sales tax settings are county-specific, the contact must also include a county.

Sales tax won’t show if:

The contact is missing a country or state.
The contact is missing a county and your tax rules are county-based.

Solution: Edit the contact and fill in all required address fields (country, state, and county if needed).

WHAT YOUR CLIENT SEES

Once your settings and contact info are correct, your client will receive their invoice with:

A breakdown of line items
Sales tax automatically added to the subtotal (only for taxable items)

💡 Pro Tip

The Sales Tax section in your ECommerce settings also generates tax reports to help with accounting!

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