Configuring a Tax
Configure a tax that will be applied to your invoices.
Procedure
- From your initial on the top toolbar or from the main menu page of the Provider Portal, click My Flow.
- Click the Invoice Configuration tab.
- Complete the following fields in the New section:
- Name: In the list of countries of operation defined by your administrator, enter the name for this tax.
- My Tax Number: Enter your regional tax identification number that was assigned by your taxing authority. The tax number appears on your invoices, as required in some regions.
- Code: Enter a short identifier for the tax, for example, VAT or GST.
- Percentage: Enter the numeric tax rate as a percentage, for example, 6.5%.
- Applies Over Taxes: Check this box to indicate that the tax applies over other taxes. When not checked, the tax applies only to the pre-tax balance.
- Order: Enter a number used with other numbers to represent the sequence for applying the tax. For example, apply tax 1, then tax 2, and then tax 3.
- Click Save.