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How to create a smart set for invoices with tax.
How to create a smart set for invoices with tax.

Describes how to create a smart set for invoices with tax.

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

To create a smart for invoices with tax follow the below instructions.

  • From the BusinessMind home page click on the Sales link.

  • From the Sales home page locate the View Invoices section and click on the +New SmartSet Query link.

  • Modify the smart set name to your needs.

  • Select the columns you would like to appear; We recommend the Total Tax column.

  • Set your date range in your search

  • You can choose to only run this search from invoices.  To do so add the invoice number to your search critera as per the screen shot below.

  • Save and run your smart set which will display the sales tax on sold invoices.

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