Upodi features setting up tax rules for different countries, states and customer types in order to automatically include taxes on your invoices.
The tax rule will be activated when the customer's country (required), state and customer type matches one of the tax rules. These fields are matched for every invoice generation.
Customer types are:
- Consumer, which means a customer without a VAT number.
- Business, which means a customer with a VAT number.
The Product Plan Charges also have to have Taxable enabled, which declares the product is taxable.
To match any value, use a * character to indicate matching all. If no match is made, no VAT is applied to the invoice.
Checklist to enable taxation on your invoice
- Customers country (and state) is created as a tax rule
- If Customer Type is defined the customer is of said type
- The product plan charges have "Taxable" enabled
Cheat sheet for matching
Here are a few examples on how the tax matching is done.
| Match rule | Customer | Condition output |
|---|---|---|
| Customer type = Business Country = * State = * | VAT number present Country = Isreal State = nothing | Match |
| Customer type = Business Country = Norway State = * | VAT number present Country = Denmark State = nothing | No match |
| Customer type = * Country = * State = * | VAT number present Country = Denmark State = nothing | Match |
Questions?
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Updated 10 months ago