avans Posted December 2, 2011 Share Posted December 2, 2011 I've searched the forum, but have only found threads relating to the opposite problem I'm having.... I need tax to be automatically added to every invoice generated via billable items. It is my understanding by some other threads, that WHMCS is supposed to function like that by default. I went in to tax rules, and checked "billable items", but it did not seem to have an effect. Every month, my invoices are generated without taxes. Any thoughts would be appreciated. I'm using 4.5.2 Thanks in advance. 0 Quote Link to comment Share on other sites More sharing options...
panchroma Posted December 2, 2011 Share Posted December 2, 2011 In the same window (setup > payments > tax rules ) have you also checked the first 'tax enabled' box. Also under setup > products and services for every product your need to check details > apply tax Good luck! Dave 0 Quote Link to comment Share on other sites More sharing options...
avans Posted December 2, 2011 Author Share Posted December 2, 2011 Thanks for the quick response. Yes, I have enabled "Tax Enabled" and I use taxes regularly with no problems for manual invoices and products. I'm generating monthly invoices for non-product items (such as labor or monthly contracts), so I have "0" in hours, since all I want on the invoices are a description and amount. 0 Quote Link to comment Share on other sites More sharing options...
avans Posted December 2, 2011 Author Share Posted December 2, 2011 ...Do I need to have "Custom Invoices" checked under tax rules? 0 Quote Link to comment Share on other sites More sharing options...
panchroma Posted December 3, 2011 Share Posted December 3, 2011 ...Do I need to have "Custom Invoices" checked under tax rules? Under setup >payment > tax rules > apply tax, wouldn't you want everything selected? Some other things to check -- that client should actually pay tax based on your tax rules, and client > profile > tax exempt is deselected. 0 Quote Link to comment Share on other sites More sharing options...
avans Posted December 3, 2011 Author Share Posted December 3, 2011 This link makes it sound like "custom invoices" was my problem: http://docs.whmcs.com/Tax/VAT#Setting_Custom_Invoices_as_Taxable Setting Custom Invoices as Taxable: With this option ticked one-time custom invoices (ie. those not tied to a product or addon) will have tax applied. ....I'm testing now. 0 Quote Link to comment Share on other sites More sharing options...
avans Posted December 3, 2011 Author Share Posted December 3, 2011 After running a quick test, it now adds the tax. I think because I didn't have any quantities, it considered the generated invoices "custom". I'm not sure why that's not selected by default. But anyways, works now! 0 Quote Link to comment Share on other sites More sharing options...
panchroma Posted December 4, 2011 Share Posted December 4, 2011 After running a quick test, it now adds the tax. .. But anyways, works now! wonderful! 0 Quote Link to comment Share on other sites More sharing options...
aquiss Posted October 21, 2012 Share Posted October 21, 2012 Just a bit of help for those who found this from a Google search. We noticed that after upgrading from v4.x.x to 5.1.2, any billable items generated where not adding tax. Tax had automatically being added in the past to billable items without any problems or extra settings needed. Upon investigating Tax Rules (Setup -> Payments -> Tax Rules) we noticed there is now a series of new boxes (Apply Tax to). Billable items and custom invoices were both unticked, which we presume are left in an unticked default state following the upgrade. In order for tax to apply to your billable item, make sure the tick box as mentioned above is ticked. This should resolve the problem. 0 Quote Link to comment Share on other sites More sharing options...
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