Settings: Payment & tax
The Payment & tax screens - Tax settings, Payment types, Expense category and due dates for jobs, tasks and purchases.
tax settings, GST rate, VAT rate, tax rate, CGST SGST, IGST, payment types, payment modes, cash, card, UPI, cheque, expense category, due date, job due days, purchase due days, task due daysPayment & tax holds the taxes added to bills, the ways customers can pay you, and your due-date rules.
Tax settings
Section titled “Tax settings”Settings › Payment & tax › Tax settings. Shown only when the business you’re working in is GST or tax registered. If you don’t see it, see Tax columns are missing on invoices.
| Option | What it does | Default | Plan | Changes existing records? |
|---|---|---|---|---|
| Create tax | Add a tax with a Tax name and Tax rate. You can split it into parts with a Sub class name, for example CGST and SGST | In India: GST 18% (CGST 9% + SGST 9%) and IGST 18%. Elsewhere: none | — | No, new items only |
| Edit a tax | Change a tax. There’s no delete button | — | — | No. Saved documents keep their tax |
See Set up tax rates.
Payments
Section titled “Payments”Payment types
Section titled “Payment types”Settings › Payment & tax › Payment types. The ways customers pay you, shown when you record a payment.
| Option | What it does | Default | Plan | Changes existing records? |
|---|---|---|---|---|
| Payment type list | Add, rename or remove payment types, for example UPI or bank transfer | Cash, Online, Cheque and Card | — | No |
See Payment types.
Expense category
Section titled “Expense category”Settings › Payment & tax › Expense category. Not available on Lite and Basic.
| Option | What it does | Default | Plan | Changes existing records? |
|---|---|---|---|---|
| Expense category list | Groups for your shop’s expenses, used in expense reports | Food, Utilities, Transportation, Salaries, Rent and Miscellaneous | Standard and above | No |
Due dates for jobs, tasks & purchases
Section titled “Due dates for jobs, tasks & purchases”Settings › Payment & tax › Due dates for jobs, tasks & purchases. Not available on Lite.
| Option | What it does | Default | Plan | Changes existing records? |
|---|---|---|---|---|
| Jobs due after (days) | A new job’s due date is set this many days after it’s created. For example, 5 means a job created on Monday is due on Saturday | 5 | Basic and above | No, new jobs only |
| Tasks due after (days) | The same for new tasks | 5 | Basic and above | No |
| Purchases due after (days) | The payment due date of a new purchase | 5 | Basic and above | No |
| Send review link after job (days) | Emails the customer your review link this many days after a job reaches a closed status. 0 sends it at once. Leave it empty to turn it off. Needs a review link on the business | Empty (off) | Basic and above | No |
Was this helpful?
Thanks for the feedback.
Last checked 9 Oct 2026