Configuring a Tax

Configure a tax that will be applied to your invoices.

Procedure

  1. From your initial on the top toolbar or from the main menu page of the Provider Portal, click My Flow.
  2. Click the Invoice Configuration tab.
  3. Complete the following fields in the New section:
    1. Name: In the list of countries of operation defined by your administrator, enter the name for this tax.
    2. 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.
    3. Code: Enter a short identifier for the tax, for example, VAT or GST.
    4. Percentage: Enter the numeric tax rate as a percentage, for example, 6.5%.
    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.
    6. 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.
  4. Click Save.