Configure your business location, tax settings, and currency to ensure all documents reflect accurate pricing and comply with local requirements.
Accessing Tax and Currency Settings
Step 1: Open Settings
From your homepage, tap the Settings icon. Alternatively, tap Tools from the bottom navigation menu, then select Settings.
Step 2: Navigate to Business Settings
Scroll to find the Business Settings section.
Step 3: Open Tax and Currency
Under Business Settings, tap Tax and Currency to access configuration options.
Configuring Settings
Region:
Select your business location or the region where you operate. This helps set appropriate defaults for tax and currency.
Currency:
Choose the currency you use for business transactions:
Select from a list of international currencies
Common options include USD, EUR, GBP, CAD, AUD, and many others
Currency symbol will appear on all documents
Tax Settings:
Configure tax rates and types:
Set default tax rate percentage
Choose tax type (VAT, Sales Tax, GST, etc.)
Enable or disable tax on documents
Configure multiple tax rates if applicable
Applying Changes
Step 1: Select Your Preferences
Choose your region, desired currency, and configure tax settings.
Step 2: Save Settings
Tap Save or Apply to confirm your changes.
Step 3: Settings Update
Your selections are applied to your account.
Impact on Documents
All Future Documents:
New invoices, estimates, and quotes will automatically use:
Your selected currency
Configured tax rates
Regional formatting preferences
Existing Documents:
Documents already created retain their original currency and tax settings. Only new documents reflect the updated configuration.
Templates:
Document templates update to display the new currency symbol and apply the configured tax rates by default.
The default currency applies to all new documents, but you may be able to manually change currency on individual invoices if needed.
Will changing currency convert existing amounts?
No, currency changes only affect new documents. Existing documents maintain their original currency and amounts.
What if my tax rate changes?
Update your tax settings whenever rates change. New documents will use the updated rate automatically.
Do I need to set tax?
Tax settings are optional. If you don't collect tax or operate in a tax-exempt capacity, you can disable or skip tax configuration.