If you would like to include tax rates on your invoice, please first refer to this article to set up your G/L Codes (General Ledger Codes) and Billing Code in your system. How to set up the GST/VAT function?
Once you've done that, kindly share the tax rates you wish to set and the Billing Code details with a GoFreight support agent, and we will assist you in completing the setup in the backend. After the setup is complete, you can follow the steps below to add the tax rate to your invoice.
Follow these steps to add tax to the shipment's invoice:
When issuing Accounts Receivable/Accounts Payable/Debit Credit Notes (AR/AP/DC):
- On the invoice page of the shipment, select the tax option in the "Tax" column.
- Verify the freight and the amount.
- Click "Save".
Below is a sample invoice that includes tax: