Purpose
The purpose of this quick reference guide is to step through the process of creating an Invoice Tax ID record. The intended audience for this document are System Administrators.Steps
Invoice Tax ID is used to populate the rate of GST/Tax that is then automatically applied within the Pay Transactions, and will ultimately be updated automatically onto the Invoice Items that are created. Invoice Tax IDs are required in all Orgs using 2cloudnine Payroll, even if they aren’t using the invoicing functionality. To create a new Invoice Tax ID record, follow the steps below:- Click on the App Launcher icon. (See Figure 1)
- Go to the Invoice Tax IDs object by using the Search function. (See Figure 2)
- Click on the New button. (See Figure 3)
- Populate the following required fields to provide the base details of the Invoice Tax ID record: (See Figure 4)
- Invoice Tax ID Name
- Tax Rate
- Click on the Save button.
- A new Invoice Tax ID record has been created. (See Figure 5)
- To modify an existing Invoice Tax ID record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
- When complete, click on the Save button.