Choose how tax subtotals or currency conversions display on invoices or other documents
Edit your standard branding theme to change how tax subtotals and currency conversions display on invoices or other documents (credit notes, quotes, statements, purchase orders, receipts, or remittance advice).
About subtotal options
Tax rates and tax components are two different ways of displaying tax subtotals. Tax rates group by percentage. Tax components group by name rather than percentage.
Your default template will group tax subtotals by tax rate or tax component depending on the region you chose when you created your organization.
The default setting for New Zealand, Australia and the United Kingdom is for tax subtotals to group by tax rates. The default setting for the United States and all other regions is for tax subtotals to group by tax components.
Tax subtotal options for a standard theme invoice are:
- Tax rates
- Tax rates greater than 0%
- Tax components
- Tax components greater than 0%
- A single tax subtotal
Groups the tax subtotals by tax rates including grouping and showing tax subtotals for 0% rates.
Groups the tax subtotals by tax rates where the tax rate is greater than 0%.
Groups the tax subtotals by tax components including grouping and showing tax subtotals for 0% rate.
Groups the tax subtotals by tax components where the tax rate is greater than 0%.
Shows only one tax subtotal.
About currency conversion options
Currency conversion options only display if your organization is set up for multi-currency.
Change your plan to include multi-currency
Currency conversion options for a standard branding theme are:
- Net goods with tax totals
- A single tax total
- Don't show anything
Displays a currency conversion table with the net goods and tax grouped by tax rates or tax components. This is the default setting for the United Kingdom.
Shows only one tax total.
Will not show any currency conversion.
Choose a tax subtotal display option
- Click Settings, then select General Settings.
- Under Features, click Invoice Settings.
Next to the standard theme you want to update, click Options then select Edit.
Select how you want the tax subtotal to show.
Click Save.
Choose a currency conversion display option
- Click Settings, then select General Settings.
- Under Features, click Invoice Settings.
Next to the standard theme you want to update, click Options then select Edit.
Select how you want the currency conversion to show.
- Click Save.