Payment item & tax

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Payment item & tax

To add Payment Item
1. Navigate to Setup and select ‘Payment item’ option.
2. In ‘Payment Item’ tab, click on ‘Add Payment Item‘ button.
3. Enter ‘Name‘ and ‘Description‘.
4. Click on ‘Save‘ button.

Payment Item details get saved successfully and will be displayed in listing. Payment Items are needed for adding Payment Terms.

add-payment-item

To add Tax Item
1. Navigate to Setup image and select ‘Tax’ option.
2. In ‘Tax’ tab, click on ‘Add Tax Item‘ button.
3. Enter ‘Name‘ and ‘Percentage‘.
4. Click on ‘Save‘ button.

Tax Item get saved successfully and will be displayed in listing.

add-tax-item