We are excited to roll out a new feature intended to provide more clarity and ease in management of agency-level transactions – Invoice PDF Generation for Wallet Sales Tax. This enhancement allows agencies to conveniently download and store invoices for every past and new Wallet Sales Tax transaction.
👀 What’s New?
Downloadable Invoices for Existing Wallet Sales Tax Transactions: Agencies are now able to download detailed tax invoices for all previous transactions labelled as “Wallet Sales Tax.” These invoices give a comprehensive breakdown of the tax amounts and transaction particulars.
Automatic Invoice Generation for New Wallet Sales Tax Transactions: For any fresh Wallet Sales Tax transaction, an invoice will be automatically created and made accessible for download in PDF format. Agencies can open, view, and store these invoices for their documentation.
🛠️ Why Was This Built?
Prior to this, taxes were gathered from US agencies based on usage without a precise breakdown. Agencies asked for more transparency, particularly in relation to tax calculations. In response, we’ve devised this invoicing feature to deliver a detailed usage breakdown and a clear picture of the taxes being collected.
👷 How It Works:
1. Navigate to Billing > Wallet & Transactions > Detailed Transactions
2. Filter transactions under the category “Wallet Sales Tax“.
3. Download the corresponding invoice as a PDF.
Please refer to Support Article on Sales Tax for more information.