How to Create Invoice with No Tax on Expenses? - CaseFox

How to Create Invoice with No Tax on Expenses?

In the jurisdictions where tax/VAT is levied on billed amounts, during invoice generation (either Bulk Invoice Generation or Individual Invoice Generation), VAT/Tax rate may be entered. However, in some jurisdictions, out-of-pocket expenses may not be taxable. In such cases, during individual invoice generation

1. Using the Quick Bill button under Cases (Projects) -> Invoices tab for a selected case, after adding notes (time/expense entries) to the invoice popup, uncheck the "Taxable" checkbox from expense entries and then enter the tax/VAT rate before clicking on Generate Invoice button.

2. Generating invoices using Bulk Invoice Generation (under Reports -> Tools), enter Tax/VAT rate and then uncheck the "No Tax/VAT on Expense Entries" box.



    • Related Articles

    • How to save time / expense entry and then create an invoice?

      1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Click on the case for which you want to save a time/expense entry and then create an invoice. 4. Go to the Time/Expense sub-tab and click on the "+ New Time Entry" or "+ New ...

    • How to edit Invoice?

      An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other ...

    • How to add expenses in a ledger?

      Steps for adding expenses to a ledger: Login -> Hover on the Accounts tab -> Ledger -> Add Expense -> Details -> Save 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. At ...

    • How to update expenses under a ledger?

      Steps for updating expenses in the ledger: Login -> Hover on the Accounts tab -> Ledger -> Update Expense -> Save 1. Log in to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. In the ...

    • How to create a tag?

      Login -> Settings -> Manage -> Tags -> Add Tags 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. Select the "Manage" from the list. 4. Under Manage, select the "Tags" option. 5. You will be redirected to a new window ...