Use a single consolidated tax amount at the invoice header level for invoices and credit memos.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license |
| User Permissions Needed | |
|---|---|
| To enable capture taxes at header: | Billing Admin permission set |
- From Setup, in the Quick Find box, enter Billing, and then select Billing Settings.
- To capture taxes at the header level of the invoices, select Header Level as the Credit, Payment, and Refund Application Level.
The Capture Taxes At Header checkbox appears on a tax engine only when this setting is Header Level. Tax admins can select that option when they configure the tax engines. See Create a Tax Engine, Create a Tax Engine Provider and Tax Engine, and Tax Totals at the Line and Header Levels.