Table of Contents
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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
- Navigate to Billing Setup under Settings
- Click on the Locations tab
- Press Add on the right side of the screen
- 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
- 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:
- Navigate to Billing Setup under Settings
- Click on the Locations tab
- Press the three dots in the Actions column
- Press Delete
- In the dialog that opens, press Confirm to permanently delete the Location Billing Configuration
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