Tax, currency and rounding

Create taxes

Open Settings → Tax to add a tax name, rate and inclusive or exclusive behaviour. Mark the tax used most often as the default.

Use No Tax

Select No Tax as the company default when new documents should not automatically apply a tax. Individual items or documents can still use an available tax where supported.

Choose a currency

Set company and contact defaults, then select or type the transaction currency while creating an invoice or quote. Historical documents retain their saved currency.

Apply rounding adjustment

Rounding adjustment changes the final payable total by a small explicit amount. Use the company default for new documents or override it on a specific invoice or quote.