UPDATE

Issuance defaults per workspace

Set receipt or claim and the tax type once, per workspace

Issuance defaults for a workspace

Do you pick receipt or claim, taxable or exempt, on every single invoice?

Set them once for the workspace instead.

How to use it:

  • In workspace settings, choose the issuance method (receipt or claim) and the tax type (taxable, zero-rated, or exempt)
  • Those values are selected for you when you issue a tax invoice
  • You can still change them on the issuance screen

Set the defaults each place of business actually uses, and issue faster.