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Overview

The chart of accounts lists everything you sell and lets you choose, for each item, the financial account its income goes to and the tax rates it’s charged at. Set up your accounts and tax rates first, then assign them here.

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How to access

Go to Settings → Billing and payments → Invoices and tax and open the Chart tab. The chart of accounts for plans

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Assign accounts and tax rates

The chart has a tab for each type of item: Products, Plans, Resources, Tickets and Passes. For each item:
  1. Select the Account and choose a financial account.
  2. Select Tax and choose the standard tax rate.
  3. Optionally, choose a Reduced Tax and Exempt Tax rate for customers whose tax type is reduced or exempt. See Standard, reduced and exempt rates.
Changes save as you go: there’s no need to select Save. Items without a tax rate use your default tax rate, and items can be sold without an account unless you require one. To make sure nothing is missed, turn on Require all sales to have a defined tax rate on the Tax tab and Require all sales to have a financial account on the Accounts tab.

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When changes apply

Changes only affect future invoices. Invoices already issued keep the accounts and tax rates they were issued with. To change the tax rate on an unpaid invoice, edit the invoice lines. See Invoices.