Tax rates and invoices
Revively works out tax per invoice line, using the rate on the service or item and falling back to your default rate. Get the registration flag and the default rate right once and invoices look after themselves.
Tell Revively whether you are registered
Your registration status drives the tax rows Revively creates and what prints on invoices.
- Go to Settings → Identity and open the Business tab.
- Enter your Business number (ABN). In Australia, Revively can look the ABN up and fill in your GST status for you.
- Check Registered for GST if that is correct.
- Save.
In New Zealand the field is GST number instead.
Your ABN or GST number prints on customer invoices, so this is not optional if you issue tax invoices.
The tax rates Revively sets up for you
The first time your workspace needs them, Revively creates the right starting rates:
| If you are | You get |
|---|---|
| Registered for GST (AU) | GST 10% as the default, plus GST-Free |
| Registered for GST (NZ) | GST 15% as the default, plus GST-Free |
| Not registered | A single Tax-Free rate as the default |
If you register for GST later, tick Registered for GST and Revively adds the missing GST rows without touching any rates you created yourself.
Add or change a rate
- Go to Settings → Tax & Invoicing.
- In the Tax rates card you will see each rate with its percentage.
- To add one, enter a New rate name and a Rate (%), then choose Add rate.
- To change which rate applies by default, choose Set as default beside it. The current default is badged.
The default rate is used whenever a service or catalog item does not specify a tax rate of its own. Set a specific rate on the individual service or item when it differs - for example a GST-free health service alongside GST-charged retail.
How tax appears to customers
Australian prices in Revively are treated as tax-inclusive. The price you set on a service is the price the customer pays, and the invoice shows the tax component within it rather than adding it on at the end. That matches how customers expect to see prices in Australia and avoids the "why is it more than the website said" conversation at the desk.
Each invoice line carries its own rate, so a single invoice can mix a GST-free treatment with a GST-charged product and total correctly.
Invoice numbers
Revively numbers invoices with a single sequence per workspace, starting at 100 and going up by one. Numbers appear as Invoice #100, Invoice #101, and so on, on screen and on the PDF.
The sequence is per workspace and never reuses a number, including for invoices you void, which is what your accountant and the ATO expect. Multi-location workspaces share one sequence.
Accounting sync
If you sync to Xero or QuickBooks, tax rates map across as part of the invoice sync. Set your rates up here first so the mapping is clean, then connect - see How to connect Xero and How to connect QuickBooks Online.