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How to change the VAT on a customer or invoice
How to change the VAT on a customer or invoice
George Barcun avatar
Written by George Barcun
Updated over 4 years ago

If you need to add a default VAT for your invoices

STEP 1

Go to Configurations -> My Company

STEP 2

Choose Fiscal entities -> Edit Fiscal Entities -> Default VAT (this will apply to all issued invoices)

STEP 3

Save

If you want to use a different VAT quota on a particular customer

STEP 1

Go to Customers & Contacts -> Fiscal Entities 

STEP 2

Edit the fiscal entity you want to have a different VAT 

STEP 3

Go to Billing configuration -> Edit ->  VAT % 

STEP 4

Save 

If you want to change the VAT directly on the invoice: 

STEP 1

Go to Invoices -> Mark as a draft from Actions 

STEP 2

Edit the invoice -> in the VAT type field change the value 

STEP 3

Click Save

If you need to recalculate the amount of VAT in the invoice, a refresh is required

STEP 1

Click the VAT value field

STEP 2

Click the value line services box

STEP 3

Click on the VAT value field and the VAT value is automatically recalculated accordingly to the quota set

STEP 4

Save 

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