How to add Revenue (Sales) and VAT categories:
  1. From the top right corner, click on gear icon and choose Settings → General. From the new page, Revenue (Sales) will be available from step 2 while VAT categories will be available from step 3.
  2. For Revenue (sales) categories, you need to specify the name of the category, ledger (optional), cost center (optional) and to select if the specific article is booked with included VAT or not.
  3. For VAT categories, go to step 3. You are required to state Name, Percentage, and Type as these are mandatory field. VAT category can be high, low, exempt, untaxed, export service within EU, export goods within EU & export outside EU. When adding a product/service to the invoice, you will be able to select the appropriate VAT category.