Adding a Location Billing Configuration

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What are Locations?

The locations tab is where you are able to associate tax codes and other billing codes to a location. 

A Location Billing Configuration is required to have tax be applied on an invoice.

Creating a Location

To create a new Tax/VAT please follow these steps

1. Navigate to Billing Setup under Settings
2. Click on the Locations tab
3. Press Add on the right side of the screen
4. Fill in the relevant fields
   • Location * - A dropdown of all locations listed on the platform
   • Tax / VAT Number * - A dropdown of all Tax/VAT numbers configured in Billing
   • Payer - Allows to link a specific Fee Program with a code for the Location
     
     
   • Description - Internal description
5. Press Save

Deleting a Location

Once a Location is created it can be deleted when it is no longer required or in the case of an error occurring.

To do so, following these steps:

1. Navigate to Billing Setup under Settings
2. Click on the Locations tab
3. Press the three dots in the Actions column
4. Press Delete
   
5. In the dialog that opens, press Confirm to permanently delete the Location Billing Configuration

Troubleshooting