How do I zero-rate one quote or invoice?
Registered for VAT, but this supply is zero-rated? Turn VAT off on just this one: it’s charged at 0%.
Step 1: On the quote or invoice, open Details.
Step 2: Turn off Charge VAT on this quote (or invoice), and choose how your client’s copy shows it: A short note (“Zero-rated: VAT at 0%” under the total) or A VAT line (VAT at 0%, zero-rated).
Step 3: Create or save it: the VAT is 0%, and it stays a tax invoice.
Step 1: On the quote or invoice, open Details.
Step 2: Untick Charge VAT on this quote (or invoice), and choose how your client’s copy shows it: A short note (“Zero-rated: VAT at 0%” under the total) or A VAT line (VAT at 0%, zero-rated).
Step 3: Create or save it: the VAT is 0%, and it stays a tax invoice.
For a zero-rated supply, such as work for a client overseas. It stays a tax invoice, with VAT at 0%: keep your records showing why it’s zero-rated.
Your usual way is in Settings → Invoices & quotes, under When there’s no VAT; each quote or invoice can still say otherwise.
The switch is there when you’re registered for VAT. Not sure whether a job is zero-rated? Ask your accountant.
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