Tax Rate Updates - Applying to Future Payments Scheduled?

Hi Melanie -

Totally hear you on this and curious how others are handling it.

You should be able to update things if you have a recurring invoice set up. For example, check this article out here help. Edits to that should flow through. If not, you should cancel that recurring send and then set up a new recurring invoice with your client. The former should work though, if not, please reach out to concierge@honeybook.com with any questions.

Best,

Casey

Hi Casey,

Thank you for your reply.  We have used the delivered smart file with the payment schedule option for our contracts.  Are you familiar with that option?  I don’t believe it is considered a “recurring invoice” - and the issue is there is no option to apply tax to each scheduled payment.   That would be ideal if we could do that.   Would love to jump on a video call to show you the setup and discuss the enhancement request!

Kindest regards,

Melanie