For Anrok to calculate tax on an invoice, the invoice's line item(s) must have its associated product IDProduct 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. added to Anrok with a tax configuration.
For sellers with workflows that generate new product IDs in their billing system automatically (or for those who want to ensure Anrok processes all invoices in real-time), default product IDs offer a way for Anrok to automatically apply a tax configuration when you have not configured a product ID in Anrok at the time of processing.
Note: Once a default configuration is applied to an invoice, you cannot edit the taxability of that transaction. For this reason, we mainly recommend default product IDs to sellers with the same tax configuration across their entire product catalog.
Set a default product ID
You can seamlessly set up a default product ID once you've determined that using a default product ID for your billing system is a good fit for your product catalog.
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 Select a tax configuration.
- When you are finished, click Add products.
Tip: If you need to change the tax configuration of an invoice after Anrok applied your default product ID, we recommend voiding or using a credit memo/note to "undo" the original transaction before reprocessing with a defined product ID.
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 firstname.lastname@example.org for more information.