How to manage VAT on invoices?

Set the default VAT rate on all invoices for your project. Activate a multi-VAT module so that each phase has its own VAT rate.

🔓 Required permissions

Team : View invoices and Manage invoices

Project : View invoices and Manage invoices

Reading time	2 min
Setup length	2 min
Steps	3

Summary

I/ Set the default VAT on a project

II/ Change the VAT on an invoice

III/ Activate multi-VAT, one VAT rate per project phase

I/ Set the default VAT on a project

All invoices for the project will have the same VAT rate.

Go to the Project, then click on Settings at the top right in green > Invoicing on the left > General tab > enter the default VAT rate for the project in the VAT Rate field. All invoices for the project will have the same VAT rate.

screen default vat on a project

There you go! 🎉

II/ Change the VAT on an invoice

You can change the VAT for each invoice at the bottom left in the Summary tab by clicking on the underlined 20%.

screen change vat on invoice

There you go! 🎉

III/ Activate multi-VAT, one VAT rate per project phase

If you want to add a VAT rate per phase in the invoice, go to the Project, then click on Settings in the top right corner (in green) > Billing on the left > General tab > enable the "Enable tax rate per deliverable" module and then Save.

screen activate multi vat

Click on the green wrench on the right of the module. Now, you can see a VAT rate per phase that you can modify.

screen vat per phase

There you go! 🎉