It is indeed possible to add tax to your Jetpack CRM invoices, in fact you can declare many different tax rates globally in the CRM (this is very useful if you sell a range of taxable goods).
First: Enable Tax on Invoicing
To enable tax on Jetpack CRM Invoices, you just need to make sure you have ‘Use Tax’ checked in your Jetpack CRM Invoice Builder settings:
- Go to Jetpack CRM > CRM Settings
- Click “Invoicing” from the left-hand settings menu
- On “General Invoice Settings“, tick the Enable tax option
- Hit save at the bottom, and you’re done!
Adding/Editing Tax Rates:
To edit your tax rates:
- Go to Jetpack CRM > CRM Settings
- Click “Tax” from the left-hand settings menu
- Add your tax name and rate (you can add multiple rules)
- Hit save at the bottom, and you’re done!