Here's how you can include the sales tax amount in your ZenMaid appointments & invoices.
Job Estimation
From your ZenMaid dashboard, go to Settings > Job Estimation.
In Job Estimations, locate the Tax Setting section.
Click +Add a tax rate and enter your Primary Tax rate
There will be a button called DEFAULT RATE that you can select so that a particular tax rate is immediately calculated on any new appointment that you add to your calendar.
If you see a line with 0% taxes that is grey and cannot be changed, it is because you already have appointments on the calendar that have 0% tax. Just click on +Add another primary tax located below that 'No Tax' line.
Any existing appointments will need to have the tax added to the financials on the appointment profile screen. (More on this below)
Don't forget to click on the Save Changes button at the bottom.
Secondary tax options
If you have two tax rates that need to be applied to appointments, for example, a state tax and a city tax, the state tax will be the Primary tax and the city will be a Secondary tax.
Don't forget to click on the Save Changes button at the bottom.
Head to the calendar to create an appointment or invoice. The default tax rates will auto-populate. You can always switch between no tax and the rates by using the dropdown tax button in the pricing section.
Applying Taxes to Existing Appointments
Find the appointment, click to open the appointment profile, and add tax to the appointment using the dropdown options.
Click the Financials button and in the dropdown click Copy to all future services
You can also create an Invoice using the Financials tab
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