The Taxes page
The Taxes page (/settings/tax) defines the tax rates available to apply to individual line items on invoices.
What you'll learn
- How tax rates configured here are used on invoices
- How to add a new tax rate
- How to edit or remove an existing tax rate
The Taxes settings page showing a grid of tax rates with name, rate percentage, and edit/delete actions.
Tax is set per line item ClinyPal does not use a single clinic-wide tax calculation method. Each billable line item on an invoice carries its own tax rate, chosen from the rates you define here.
Adding and managing tax rates
1
Open Taxes
Go to <strong>Settings > Taxes</strong>.
2
Add a new rate
Click <strong>Add</strong>, enter a name and the tax percentage, and save.
3
Edit an existing rate
Click into a row to update its name or percentage, then save your changes.
4
Remove a rate
Delete a tax rate you no longer use. It will no longer be selectable when adding line items to an invoice.
Creating and Managing Invoices
See how tax rates are selected per line item in the Line Item Builder when building an invoice.
Billable Items & Service Cost Estimates
Set default pricing for the services and products these tax rates get applied to.
Frequently asked questions
Yes. Tax is applied per line item, so one invoice can mix line items with different tax rates, or none at all.
Existing invoices keep the rate they were created with. Deleting a rate only removes it from the options available for new line items.
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