Configuring Tax Billing and Invoicing
- Go to ADMIN SETUP > Pricing Administration > Price Lists.
- Click a price list name link to open the Price List Details page.
- Click the advanced setup icon
next to a product name.
The product details page is displayed - Click Tax, Billing & Invoicing tab and enter the following details.
Field Description Tax Taxable? Toggle if the order is a taxable product or service. Tax Inclusive? Toggle if the price of the product is inclusive of taxes. Billing Billing Rule Select 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.
- Milestone Billing -
Billing Frequency Select an option for generating the bill. Supported values are: - Hourly
- Daily
- Monthly
- Quarterly
- Half Yearly
- One Time
- Click Save.