fran49fran49
fran49PLUS
Apr 9, 2026

Q: Sales Tax

Great CRM Solution. Question. How do you designate a Sales Tax to calculate a precentage value? I seem to be only able the designate a fixed value. I see a refence to (percentage) but I cannot figure out how to implement it. Many Thanks (Delighted with what I can achieve so far)

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Dinuka_NinjaPipe

Dinuka_NinjaPipe

Apr 9, 2026

A: Hi Fran! Thank you ☺️ About the question, which module are you looking at? Is it for Orders?

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fran49PLUS

Hi, Thanks for reply. Its when I am creating an invoice linked to a client. I just want to collect a deposit payment. It sounds like there are different pathway to create an invoice based on what you asked? Thanks

Yes many pathways. Just checking: Are you trying to automate is via workflows? Just trying to figure out the exact way you would do this in a day to day basis, I can then share a loom video here on how to accomplish it :)

fran49PLUS

Please, Its really the setting up of the VAT (in my Case). I feet there are three data fields to be filled out, but I only see Two. So I am presuming its a master setting that I need to define first and then customise later. Would appreciate a loom many thanks

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