🧾 Evo Billing – Taxes Management
The Taxes section in Evo's Billing module allows administrators to define tax entries that can be applied to services and charges. Taxes are essential for automating accurate billing and reporting across various clients and services.
📌 Where to Find It
Navigate to:
Billing > Taxes
📷 Interface Overview
The Taxes screen displays a table listing all existing tax records in the system. Each row shows essential information about a specific tax entry.
| Column | Description |
|---|---|
| Name | The label of the tax (e.g., "Service tax", "VAT"). |
| Type | Type of tax. Currently supports Percentage (e.g., 10% of total amount). |
| Rate | The tax rate applied. For example, a value of 10 means 10%. |
| Last Modified | Shows when and by whom the tax record was last updated. |
➕ How to Add a New Tax
To create a new tax:
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Click New Tax on the top left.
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Fill in the required fields:
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Name: A clear label (e.g., "Local Tax", "Service Tax").
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Type: Select the tax calculation type (currently supports Percentage and Flat rate).
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Rate: Enter the tax rate as a number (e.g.,
15for 15%).
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Click Save to finalize and add the tax to the list.
🔄 Actions Available
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Search: Filter by Name or Type to find specific tax entries.
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Show Archived: View any previously archived taxes.
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Sort Columns: Click on column headers to sort data.
🛠 Tips
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Keep tax names standardized across locations to maintain billing consistency.
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Edit tax records carefully, as they affect invoices and charge calculations.
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Archived tax entries are hidden by default but can be reviewed when needed.