Manage Tax Rates and Invoice Comments | Viva Helix

Tax Rates and Invoice Comments

Summary

This guide explains how an Administrator manages tax rates and standard invoice comments in Viva Helix. Tax rate management is restricted to site administrators, while comments can be edited by users with the appropriate role.

Step-by-step Instructions

1) Access tax rate settings

  1. Log in with a Site Administrator account.
  2. Go to Configuration > Taxes.
  3. View the list of existing rates.
  4. To add or edit a rate:
    • Click Create New or Edit on an existing rate.
    • Enter the name (e.g., GST, QST), the percentage, and if needed, the applicable region.
  5. Save changes.

Note: Active tax rates are automatically applied when generating invoices based on the session or course settings.

2) Manage standard invoice comments

  1. Open Configuration > Invoice Comments.
  2. Click Create New.
  3. Enter:
    • Title (to identify the comment in the list).
    • Comment text (what will appear on the PDF invoice).
  4. Save.
  5. To edit or delete a comment, open the corresponding record and update or remove it.

Tips

  • Use clear names for taxes to avoid confusion (e.g., "VAT France 20%").
  • Keep only applicable tax rates active to prevent billing errors.
  • Add standard comments for recurring legal mentions or terms and conditions.
  • Test changes by generating a sample invoice to check correct display.


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