Implementation of a new invoice tax policy

QUESTION: How to change the invoice tax policy?

RESPONSE: If the invoice is already generated it is possible to change the client invoice policy from within the invoice properties. Navigate to the Totals, Discounts & Trust tab.

Press on the ellipsis button to the right of “Applied Invoice Policy” field below the tax summary table – upper right – to make a different selection. The list should reflect conversion decisions in this area. Regenerate the invoice document before completing the invoice and posting.

Moving forward, preset the right client invoice policy within the client properties or the matter properties depending on your situation to minimize changes on creation of new matters or invoices for a matter. To make a change in client or matter properties, navigate to the Billing & Receivables – Invoicing subtab. The field is labeled Current Policy. The matter inherits the policy of the client, to change it at the matter level, select the matter radio button and make a new selection.