You can display individual Line Item taxes to your Customers by using the Estimate with Line Item Taxes and Invoice with Line Item Taxes templates. These templates break out tax amounts per line item, providing greater transparency in your customer-facing documents.




Table of Contents



Enabling Line Item Taxes on Estimates


Navigate to Management Module / Customers / Statements.


1. Select the Estimate tab.

2. Select Estimate with Line Item Taxes from the dropdown.

3. Click Save Estimate Settings.




Enabling Line Item Taxes on Invoices


Navigate to Management Module / Customers / Statements.


1. Click on the Invoice tab.

2. Select Invoice with Line Item Taxes from the dropdown.

3. Click Save Invoice Settings.