Tax summary table
Learn how to display and configure a predefined Tax Summary table in an HTML invoice template.
By dragging the Tax Summary component from the Content tab into an HTML invoice template, you can see a predefined Tax Summary table displayed in the template.
The following table lists the details of the predefined Tax Summary table for invoices.
|
Column header |
Description |
Default display |
|---|---|---|
|
Tax Name |
The name of the tax rate, which is displayed on invoices. |
Yes |
|
Tax Rate |
The tax rate applied to the charge. |
Yes |
|
Tax Rate Type |
The type of the tax rate applied to the charge. |
Yes |
|
Tax Amount |
The amount of the tax applied to the charge. |
Yes |
|
Charge Amount |
The subtotal of all charges without any taxes. |
No |
By default, this table has sorting and grouping configurations, and the following list demonstrates the descriptions of predefined fields in these configurations:
-
Sorting configuration in the Sort By section
-
Name: sorts records in the data table by name in ascending order.
-
-
Grouping configuration in the Group By section
-
Name: groups records in the data table by name. -
TaxRateType: groups records in the data table by tax rate type. -
TaxRate: groups records in the data table by tax rate.
-
You cannot add, delete, or edit the fields for each of sorting, grouping, and filtering configurations.