Invoice and Tax

Invoice & Tax will only available if you activate Invoice & Tax from Add-ons.

The 'Invoice and Tax', is an inbuilt addon provided by the ARMember which can be used with the ARMember Premium Plugin. You can activate this Addon from ARMember ⇾ Addons ⇾ Invoice and Tax. After activating this module, you will be able to add sales tax in Configure Plan + Signup Page and generate invoice for each plan purchased.

Invoice

Go to the Invoice Template tab at General Settings page. Where you can change in default template for invoice which can be directly print out by admin from ARMemebr->Payment History.

If you want to reset to “default template” again, then click on Reset To Default Template button. Do not forget to keep back up of template code as after resetting all changes in invoice template will be gone.

Invoice will open in popup when you click on View Invoice action button in Payment History. Here in popup Print button is available from where you can directly print out.

NOTE: View Invoice action button will come only for transaction with Success status.

Sales Tax

To set the sales to be applied to the plan, simply navigate to ARMember ⇾ General Settings ⇾ General Options ⇾ Sales Tax Settings

If this switch is enabled, then you can set percentage sales tax that will be applied on final payable amount on Configure Plan + Signup Page. If coupon is applied on plan amount, then tax will be applied on (final payable amount = plan amount-coupon amount). If the membership plan is of recurring type, then tax will be applied on every recurrence.

By default Common Tax option is selected which means common sales tax will be applied for all countries.

You can also select country wise tax.

By selecting Country wise Tax Option, you can set different percentage of tax for different countries.

Here Select Country Field have list of Dropdown or Radio type fields only from signup form. So if you are trying to set the Country Wise tax without creating a field for the Country at the Signup form then it will not be possible to set as, the ARMember will verify the Country selected by the member and then accordingly apply the tax as set in the settings for that particular country.

Field Default Tax indicates the percentage of tax of other countries apart from country which is listed above.

Include / Exclude Tax

ARMember does provide two options to set the tax

1. Included Tax
2. Excluded Tax

1. Included Tax
   

   By selecting the Included Tax option, you will be able to set the tax which will be included in the final amount payable by the user.

   For example, if you are having a subscription plan of $700 and the tax is set to 10%, then the final payable amount will be $700 (including 10% tax i.e, $63.64).

   Including Tax amount will be calculated as per the given formula:

   tax_amount = price - ( price / ( ( tax_rate / 100 ) + 1 ) )
2. Excluded Tax
   

   By selecting the Excluded Tax option, tax will be calculated excluding the final amount.

   For example, If the final amount is $700 and the if tax to add is 10%, then after adding the tax, the new Total Payable Amount will be $770 (with 10% tax).

   Excluding Tax amount will be calculated as per the given formula:

   tax_amount = price * ( tax_rate / 100 )

Any change in sales tax rate will not affect already started subscriptions. But if the members renews/change for a plan then the charges will be applied.

If you want to add tax percentage and total amount applied on final payable amount in payment summary, then you can add [TAX_AMOUNT] and [TAX_PERCENTAGE] short code in payment summary from ‘Configure plan + Sign up page’ settings.

You can add tax in email notifications and in invoice too. Template shortcodes are available for both.

Invoice Prefix/Suffix Settings

You can find this option at General Settings > General Options.

By enabling this option you can set prefix, suffix and number of digit for invoice.

After save changes, you will see invoice number like following format in the screenshot.

Attach invoice as PDF with the email

If you want to attach a PDF of the invoice at the email notification sent to the members then the ARMember does provide an Additional Addon PDF Creator Addon. If this addon is activated at your site then you can attach the invoice generated with the email notifications. For more detail on this section click here.