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  5. Is it possible to have two different tax rates on the invoices?

Is it possible to have two different tax rates on the invoices?

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:

  1. Go to Jetpack CRM > CRM Settings
  2. Click “Invoicing” from the left-hand settings menu
  3. On “General Invoice Settings“, tick the Enable tax option
  4. 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!
Updated on July 12, 2023

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