Articles on: Billing & payments

Charge tax

Zendo handles tax as a percentage added on top of the price, which works for VAT, GST or any other percentage-based tax. You can turn tax on in three places: as a default for the whole workspace, on each service, and on a single quote or invoice.

Turn on tax

Open Settings › Sales › Payments & documents and go to the Documents tab.
Under Default settings, turn on Tax support and set the default Tax label, for example VAT, and the Tax value in percent. New quotes and invoices then have tax turned on by default.
On each one-off service that should charge tax, tick VAT support below the Items table.
On each subscription or custom service that should charge tax, turn on VAT support in Finance settings, next to the currency.
To add tax to a single quote or invoice, turn on VAT support next to its items in the editor. Each row then has its own VAT %, so you can tax some items and not others.
On the Seller details tab, enter your Tax ID / VAT, so that it is printed on your documents.

Tax support with its default label and rate (2).

VAT support in the editor (5): each row has its own VAT %, and the total shows the tax separately.

The three places, and what each one affects

Tax support in the settings is only a default for new quotes and invoices. Each document can still be changed.

VAT support on a service lets you sell some services with tax and others without. A document created from the service follows the service's setting.

VAT support in the editor affects only the quote or invoice you are editing. You can add tax to a single quote or invoice whether or not its service has tax turned on. See Edit a quote or invoice.

Your tax number and billing details

Your Tax ID / VAT is part of your seller details, together with your name, company, address and country. Zendo adds these details to every new document, and you can change them for an individual quote or invoice while you edit it.

The client's details on the document come from their profile. To change them on one document, use Edit client billing details in the editor. See Set up your documents: numbering, logo, footer and seller details.

Formats that apply to every document

The Number formatting setting, on the Documents tab next to Tax support, decides how amounts are written. It applies to every document and PDF, and it cannot be changed for an individual quote or invoice.

The date and time formats for documents are set in Settings › Workspace › General, as Document date format and Document time format.

You decide which tax rate applies

Zendo does not decide whether tax applies, at what rate or to which clients. It adds the percentage you set and prints the figures you entered.

Updated on: 09/11/2026

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