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How to correctly edit taxes in documents?

Learn how to edit documents in orders, invoices, and sales to ensure complete accuracy and correctness of your finances

Xenia avatar
Written by Xenia
Updated this week

In Orderry, you can manually change taxes in a work order, sales or estimate.

To do this, the employee must have the "Can edit taxes in documents" permission enabled in the Settings > Employees > Roles section of the settings.

Documents in which you can edit taxes:

  • Work Orders;

  • Estimates;

  • Sales;

  • Posting.

1. Open the document in which you want to change taxes for a product or service.

2. Select the item in the document for which you want to change the tax and open editing.

3. In the Taxes section, you can:

  • Replace an existing tax;

  • Add a new tax for a product or service;

  • Delete the applied tax.

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