Save tax templates and edit invoice + proposal headings
new
improved
Tax templates for invoices and proposals
It’s long been said that taxes are one of the two certainties in life, and this is especially true for freelancers. However, your tax needs may be different depending on where you live and the line of work you’re in.
We’ve just introduced a handful of highly requested tax features, just in time for the end of 2022. Indy users can now:
  1. Set and save reusable tax templates that can be used on line items in both invoices and proposals.
  2. Use these tax templates on multiple line items.
  3. As many tax templates can be added to a line item as you like.
image
image
Edit headings in invoices + proposals
Heading titles can now be customized on both invoices and proposals. You can now change labels to better match your needs, then save those settings as the default for new invoices and proposals.
image
image