For Anrok to calculate tax on an invoice, a product ID must be present with each of the invoice's line items. Before processing an invoice, these product IDs must be entered into Anrok and given a tax configuration.
For sellers who have automated workflows that can generate new product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.
Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product. in your billing system, or for those that want to ensure that all invoices can be processed in real-time, default product IDs offer a way for Anrok to automatically apply a tax configuration when a product ID hasn't been configured in Anrok at the time of processing.
Please note that, once a default configuration is applied, you cannot edit the taxability of that transaction. For this reason, we mainly recommend default product IDs to customers with the same tax configuration across their entire product catalog.
Tip: If you need to change the tax configuration of a invoice were a default product ID was applied, we recommend voiding or using a credit memo/note to "undo" the original transaction before reprocessing with a defined product ID.
Set a default product ID
If you've determined that using default product ID for your billing system is a good fit for your product catalog, you can set the default product ID up with a tax configuration with Anrok itself.
Try setting a default product ID in the demo above ☝️
- In the Anrok app , go to Data sources. Take me there!
- Under Integration sources, click the options menu button next to your billing system, then select Configure new products.
- Under Default product, click Set default product.
- Select a corresponding Product type and Tax category for each product detected. See What tax configuration should I select?
- When you are finished, click Add products.
If you have any questions about whether setting up a default product ID is a good fit for your product catalog, feel free to reach out to us at email@example.com for more information.