Tax Rates & Invoice Settings

Setting up taxes and invoices correctly ensures your business looks professional and stays compliant. This guide covers how to configure tax rates, invoice numbering, and invoice layouts.

What You'll Learn

• How to create and manage tax rates
• How to set up group taxes
• How to configure invoice numbering
• How to design invoice layouts
• How to set up barcode labels

Part 1: Tax Rates

How to Add a Tax Rate

1. Go to Settings → Tax Rates from the left sidebar.
2. Click Add at the top right.
3. Fill in:
   • Name — A clear name (e.g., "VAT 20%", "GST 17%", "Sales Tax 5%")
   • Rate (%) — The percentage (e.g., 20)
4. Click Save.

📸 [Screenshot: The Add Tax Rate form]

Group Tax Rates

If you need to apply multiple taxes together (e.g., CGST + SGST in India):

1. Go to Settings → Tax Rates.
2. Click Add and set the type to Group.
3. Give it a name (e.g., "GST 18%").
4. Select the individual tax rates that make up this group (e.g., "CGST 9%" + "SGST 9%").
5. Click Save.

When this group tax is applied, each component is calculated separately and shown on the invoice.

📸 [Screenshot: A group tax rate with component taxes]

Applying Tax Rates

Taxes can be applied at several levels:

Part 2: Invoice Settings

Invoice Schemes (Numbering)

Invoice schemes control how your invoice numbers are generated.

1. Go to Settings → Invoice Settings.
2. You'll see the Invoice Schemes section.
3. Click Add to create a new scheme.
4. Fill in:
   • Name — A name for this scheme (e.g., "Main Invoice")
   • Prefix — Text before the number (e.g., "INV-")
   • Start Number — Where to start counting (e.g., 1 or 1001)
   • Number of Digits — How many digits to show (e.g., 4 → INV-0001)
5. Click Save.
6. Click Set as Default to use this scheme automatically.

📸 [Screenshot: The Invoice Schemes list with Add button]

💡 Tip: You can have different invoice schemes for different locations or sale types.

Invoice Layouts (Design)

Invoice layouts control how your printed invoices look.

1. Go to Settings → Invoice Settings.
2. Scroll to the Invoice Layouts section.
3. Click Add to create a new layout.
4. Configure:
   • Layout Name — e.g., "Standard Invoice", "Thermal Receipt"
   • Design — Choose a template style
   • Header — Business name, logo, and contact details
   • Show/Hide Fields — Choose which information appears:
     • Customer details, tax breakdown, shipping info, payment info
   • Footer — Add custom text at the bottom (e.g., "Thank you for your business!")
   • Module Fields — Additional fields for specific features
5. Click Save.

📸 [Screenshot: The Invoice Layout editor with design options]

Part 3: Barcode Settings

Configure how product barcode labels are printed.

1. Go to Settings → Barcode Settings.
2. Click Add to create a new barcode format.
3. Fill in:
   • Name — e.g., "Standard Label", "Small Price Tag"
   • Description — What this format is used for
   • Paper Size — A4, Letter, or custom
   • Stickers Per Sheet — How many labels fit on one page
   • Label Width & Height — Size in inches
   • Show Fields — What to print on each label:
     • Product name, price, SKU, business name, barcode
4. Click Save.

📸 [Screenshot: The Barcode Settings page with label size options]

Part 4: Receipt Printers

Set up thermal or network printers for printing receipts directly from the POS.

1. Go to Settings → Receipt Printers.
2. Click Add to set up a new printer.
3. Fill in:
   • Printer Name — A friendly name (e.g., "Counter Printer")
   • Connection Type — Network/IP or Windows shared
   • IP Address / Path — The printer's address
   • Port — Usually 9100 for network printers
   • Character Per Line — How wide the receipt is (usually 32 or 42)
4. Click Save.

📸 [Screenshot: The Add Receipt Printer form]

Common Questions

Q: Can I have different tax rates for different products? A: Yes! Set a default tax in Business Settings, but override it per product. The product's tax rate takes priority.

Q: Can I change my invoice numbering later? A: Yes, but be careful — changing the start number may create gaps or duplicates. It's best to set it correctly from the beginning.

Q: Can I have different invoice layouts for different locations? A: Yes! Each business location can use a different invoice layout and invoice scheme.

Tips & Best Practices

• 📌 Set up all your tax rates before adding products — it saves time
• 📌 Use group taxes if your region requires showing tax components separately
• 📌 Customise your invoice layout with your logo and business details for a professional look
• 📌 Add a friendly message in the invoice footer (e.g., "Thank you for your business!")
• 📌 Test your receipt printer setup before going live