Creating a Client

Step 1: Click on the Clients tab from the left-hand side menu. 

Step 2: Click on the plus sign in the top right-hand side of the grid. 

Step 3: Fill out all required information. 

Step 4: Click on the Save icon in the top right hand corner of the creation screen. 

Taxable Toggle on Client Record

Users can set a client to be non-taxable, meaning anything created by them such as line items will or will not be taxable based on if the toggle is set to on or off (True or False). 

If the toggle is set to false on the record, and you have a tax default set up, line items will default to taxable=false and won't calculate tax when the line item taxable toggle is set to true.