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2. Tax, currency and invoices
Get this right before you issue a single invoice. Tax and currency are derived from the region your workspace was created in, and every quote, order and invoice inherits them.
How your tax scheme is decided
Your workspace has one region, set from the billing currency you chose at signup. It resolves to these defaults:
| Region | Tax label | Default rate | Currency |
|---|---|---|---|
| AU | GST | 10% | AUD |
| UK | VAT | 20% | GBP |
| US | Sales tax | 0% | USD |
| EU | VAT | 0% | EUR |
AU and UK have a single national rate, so they are correct out of the box. US and EU workspaces must set their own rate, because there is no single right answer: US sales tax depends on where you have nexus, and EU VAT differs per member state with B2B cross-border sales reverse charged.
Three values can be overridden on your workspace:
| Override | Example | Effect |
|---|---|---|
| Tax rate | 0.0825 | The rate applied to the pre-tax total |
| Tax label | Sales tax, VAT, GST | The wording on quotes, invoices and the portal |
| Currency | NZD | The currency symbol and code on customer-facing documents |
Ask support to change your region or currency
The rate and label are settings you can have adjusted, but the region itself is what your tax treatment derives from, and it is deliberately not a self-serve toggle. Contact support with your correct rate and label and it will be set on your workspace. Do not work around a wrong rate by editing totals on individual invoices: your reports and your accounting sync will then disagree with your invoices.
Tax is applied at the end of the pricing pipeline, after discounts, decoration, setup fees and freight. Reported margin figures are calculated on ex-tax values, so tax never inflates a margin or a commission payout.
Branding the invoice PDF
Insight, then Invoice template.
| Field | What to put in it |
|---|---|
| Business name | The legal or trading name that should appear on a tax invoice |
| Business tagline | Optional one-liner under the name |
| Business ABN / tax number | Your ABN, VAT number, EIN or equivalent. Required on a compliant tax invoice in most jurisdictions |
| Header note | A line at the top of the document, for example a purchase order reference prompt |
| Payment instructions | Bank details, terms, and how to pay. This is the field customers actually read |
| Footer note | Small print: late payment terms, returns policy pointer |
| Accent colour | The accent used on the PDF. Usually the same as your brand accent |
Fill in payment instructions properly. If you accept bank transfer as well as card, the account details belong here, because this is the text a customer looks for when they want to pay you.
Check the output
Issue a test invoice against a test customer and download the PDF:
- Create a quote for a test customer, convert it to an order, move the order to Dispatched. An invoice is issued.
- Open Records, then Invoices, open the invoice and download the PDF.
- Check: legal name, tax number, tax label and rate, totals, payment instructions, and that your logo is not stretched.
Then delete the test order and invoice, or leave them and cancel them. They will show in reports if you leave them live, so cancel them.