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Chapter 2 · The setup wizard

Currency, tax and when the balance is due

About 4 minutes

Every quote and invoice uses this screen: your currency, your sales tax, and how long before a session the client must have paid in full.

Have this ready

  • Your sales tax rate, if you charge tax. Your accountant or local tax office can tell you the rate.

Step by step

Get there

  1. On Your logo, press Continue.

  2. Money is marked in the list on the left.

Set it up

  1. Check Currency. Northlight charges in US dollars, so USD - US Dollar stays.

    Open the list to choose another currency.

  2. Under Do you charge sales tax?, press Yes.

    If you do not charge tax, leave it on No. Your invoices then show no tax line.

  3. Type your tax rate in Rate (%). Northlight is in New York City, so it types 8.875.

    Type only the number. Name on invoices is the word clients see beside the tax, such as VAT or GST.

  4. Type the number of days in When is the balance due? Northlight types 14.

    On a $350 session with a $100 deposit, the $250 balance is due 14 days before. Type 0 for the day of the session.

  5. Check the Example at the bottom, then press Continue.

    It works out a $1,000 session with your tax and due date.

You're done when

The wizard moves on to Get paid online. Next: Card payments in the wizard.

If something's not right

How many days should I choose?

A week or two before the session gives you time to remind a client who forgot. Type 0 if you prefer to collect on the day. You can change it later in Settings.

I do not know my tax rate

Leave No selected and finish the wizard. You can switch tax on later in Settings once you have the rate.