How to Add Sales Tax to the Invoice #

This guide explains how to create an invoice and apply sales tax in GlideCampaign. You’ll be able to choose a product, assign it to a contact, and apply the correct tax before sending or downloading the invoice.

Steps to Add Sales Tax to an Invoice #

1. Create a New Invoice
   Go to the Payments section from the left menu.
   Click on Invoices in the top bar, then click + Add Invoice.
   
2. Add Product Details
   Select a Product to include in the invoice.
   You can also assign the Contact, set the Status, and choose the Currency.
   
3. Add Sales Tax
   In the invoice editor, locate the Sales Tax field and enter the applicable tax amount or percentage.
   
4. Send or Download the Invoice
   Once everything is set:
   – You can Send the invoice directly to the customer.
   – Or Download a copy for your records.