You can configure all Billing and Tax related information for your product from the Tax & Billing tab.

To define Taxes and Billing

You must have an existing price list item.

  1. Select an existing price list item, click the more icon (), and click Advanced.
  2. Click the TAX & BILLING tab.
  3. Enter the following details:

    FieldDescription
    Taxable?Select this check box if the order is a taxable product or service.
    Tax Inclusive?Select the check box if the price of the product is inclusive of taxes.
    Tax CodeLookup to select the relevant tax code.
    Billing RuleSelect one of the following options
    • Bill in Advance - To bill your customer before the product is delivered
    • Bill in Arrears - To bill your customer after the product is delivered
    • Ready for Billing Date - To bill your customer on the Ready for Billing Date you defined for the Order Line Item
    • Payment on Receipt - To bill your customer when the invoice is presented  
    Billing FrequencySelect one of the following options
    • Monthly - To generate a bill once every month
    • Quarterly - To generate a bill once every three months
    • Yearly - To generate a bill once every year
    • Usage -  To generate a bill based on usage
    Min Usage QuantityIf you defined the Billing Frequency to be usage based, enter a value to set the minimum quantity of billable consumption.
    Max Usage QuantityIf you defined the Billing Frequency to be usage based, enter a value to set the maximum quantity of billable consumption.
  4. Click Save.