Automatic Taxes for Mobile Invoices, Estimates, POS

TL;DR

HighLevel released automatic tax calculations for mobile invoices, estimates, and POS. You can set this up in the web settings and mobile app.

Who this affects

HighLevel has not confirmed who is affected. Based on the feature, agencies using the mobile app for invoicing or POS, or creating estimates, will find this relevant. Agencies not using these features can safely ignore it.

What changed

• Automatic tax calculations can be enabled for mobile invoices.
• Automatic tax calculations can be enabled for estimates.
• Automatic tax calculations can be enabled for POS transactions.
• Automatic Taxes can be activated on the web.
• Tax categories can be selected in web settings.
• Nexus locations can be set for US states and countries.
• Product tax codes can be configured.
• Mobile app tax settings can be enabled.
• Customer address validation rules can be managed.
• Product tax codes can be assigned to pricing tiers for tax calculations.
• Automatic Taxes can be enabled in the HighLevel mobile app menu.
• Mobile invoices can be created with tax codes automatically applied.
• Invalid customer addresses can be handled on mobile.
• Postal codes can be added on mobile.
• Calculated state taxes can be viewed.
• Finalized invoices can be sent.

HighLevel has not confirmed any limits or plan gating. HighLevel has not confirmed the rollout status.

Where to find it

This feature is found in the HighLevel mobile app menu. It is also configurable through web settings, though HighLevel has not published the specific navigation path for the web settings.

How agencies will use this

An agency owner, on-site with a client, needs to generate an invoice for services rendered. They can open the HighLevel mobile app, navigate to the invoicing section, and create a new invoice. With the new feature, as they add line items, the system will automatically apply the correct sales tax based on the pre-configured product tax codes, nexus locations, and customer's address. If the client's address is invalid, the mobile app allows handling it directly. The agency owner can then view the calculated state taxes and send the finalized invoice immediately from their phone, ensuring tax compliance without manual calculations or post-facto adjustments.

Our take

This is a standard update. It addresses a common operational need for agencies that handle transactions on the go. The significance is standard because it improves the utility of existing invoicing and POS capabilities by automating a critical part of the process. It's a quality-of-life improvement for mobile users, reducing manual effort and potential errors related to tax calculations.