Invoice - Product item with VAT

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  • ste1011
    Junior Member
    • May 2025
    • 9

    #1

    Invoice - Product item with VAT

    Hello,
    I need a invoice where all items have a price incl. VAT.
    I found some infos how to calculate VAT but I'm not shure what is the best way.

    It's possible to add extra fields to the product an calculate VAT at save.

    Is it possible to caclulate price incl. VAT on the fly without a extra field?
    If so how to use this in the invoice template?

    Thanks in advance
    Stephan
  • emillod
    Active Community Member
    • Apr 2017
    • 1529

    #2
    Please check out the demo of Sales Pack and there you have Tax rates and also you can specify Tax for each product.

    Click image for larger version

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    • yuri
      EspoCRM product developer
      • Mar 2014
      • 9521

      #3
      Do you need it only for PDF? If yes, i'd consider a custom field that will be used in the PDF template. This field will be calculated (with formula) by adding the unit price with the taxed amount.

      In future, we plan to extend the Tax feature.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • ste1011
        Junior Member
        • May 2025
        • 9

        #4
        yuri
        Thank you for your answer.
        I think it would be necessary to extend the tax feature.

        Regards
        Stephan

        Comment

        • yuri
          EspoCRM product developer
          • Mar 2014
          • 9521

          #5
          It's planned for the future release.
          If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

          Comment


          • dreginald
            dreginald commented
            Editing a comment
            There are countries with tax rates varying with the products. For example one Invoice will be have Item at Ser 1 at Tax Rate 5% and Item at Ser 2 with Tax rate 18%.

            So it would be ideal to fix the tax rate at Item level, rather than at the Invoice or Sales Order (similar entities) level.

            Sum of Tax Amount per Item to be added to the Main Entity.

            You may consider this for the future release
        • yuri
          EspoCRM product developer
          • Mar 2014
          • 9521

          #6
          It's planned to introduce a completely new tax engine.

          Actually, currently tax rates are per line, but they are just simple rates against the net amount. Not enough for possible future reporting.
          If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

          Comment

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