Configure Taxes And Invoice Automation
Manage tax rows, reminders, and late-fee behavior.
Taxes and automation settings affect how finance documents calculate totals and how Agiled follows up on invoices.
Review these settings before sending live invoices. Tax, reminder, and late-fee settings can affect customer totals and customer-facing messages.
Configure Taxes
- Open Settings.
- Go to Finance.
- Find Tax Settings.
- Add or edit tax rows.
- Set the tax name and rate.
- Mark a tax as default if it should apply automatically.
- Keep active taxes enabled and disable taxes that should no longer be used.
Use tax names customers and accountants can recognize. If a tax rate changes, disable the old tax and create or update the correct tax carefully so existing documents remain understandable.
Before changing a default tax, review draft invoices, recurring invoice templates, checkout links, storefront products, and finance templates. A new default affects future work, while existing sent documents may need credit notes or corrected invoices instead.
Configure Invoice Reminders
Use invoice automation to add reminder rules. Review each reminder before saving so customers receive messages at the right time.
Check the trigger timing, message content, and whether reminders should stop after payment. Test with an internal or low-risk invoice before enabling a new reminder pattern broadly.
Use reminder copy that tells the customer what to do next and how to contact the team if payment has already been made. Avoid reminders that continue after a manual payment has been recorded.
Configure Late Fees
If late fees are enabled, set the days after due, fee type, amount, and description. Check local requirements before applying late fees to customers.
Preview a draft invoice with the tax, reminder, and late-fee setup before sending live invoices. The public invoice experience should match your customer communication and legal requirements.
Test With A Draft Invoice
After changing taxes, reminders, or late fees, create a draft invoice for an internal or low-risk customer:
- Add a taxable line item.
- Confirm the default tax appears only when expected.
- Preview the PDF and public invoice page.
- Check payment terms, due date, and reminder timing.
- Delete or void the test invoice according to your finance process.
This test catches rate, label, and template issues before customers see them.
Change Carefully
Changing tax defaults does not necessarily fix old invoices. Review existing draft invoices after changing tax settings. For sent invoices, follow your finance correction process instead of silently changing customer-facing totals.
After a settings change, review recurring invoice templates and workflow-created invoices too. They may continue using assumptions that were correct before the tax or reminder change.
Keep a short note of major tax, reminder, and late-fee changes so finance can explain why customer totals or reminder timing changed during a billing period.
Coordinate With Accounting
Tax labels and rates should match what your accountant expects to see in exports, reports, and customer documents. Before replacing a tax row, decide whether the old row should remain disabled for history or whether future drafts should use a new label.
If your team uses connected accounting software, confirm whether the connected system expects matching tax names, codes, or accounts before sending invoices.