> ## Documentation Index
> Fetch the complete documentation index at: https://orgo.space/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# VAT & Invoice Templates

> Apply VAT to some products and not others, and set the tax details that appear on invoices

Organisations rarely charge one tax rate across everything. A membership fee may
carry VAT while a refundable deposit does not, or a training course may be exempt
where a ticket is not.

VAT in Orgo lives in two places: on the **invoice template**, which sets the tax
name and rate used, and on each **invoice line**, which carries the rate actually
applied to that item.

***

## Invoice templates

A template holds the tax details that appear on every invoice issued from it.

| Field              | What it is for                                                                    |
| ------------------ | --------------------------------------------------------------------------------- |
| Tax name           | What the tax is called on the document, for example VAT or TVA                    |
| Tax value          | The rate applied                                                                  |
| VAT exemption note | The wording shown when a line is exempt, which many jurisdictions require in full |
| Memo, footer       | Standing text on every invoice from this template                                 |

**Settings** → **Invoices** → **Invoice templates**.

***

## Charging VAT on one product but not another

Create a template per tax treatment, then issue each product's invoices from the
template that matches it.

<Steps>
  <Step title="Create a template for the standard case">
    For example, one with your normal VAT rate, used for membership fees.
  </Step>

  <Step title="Create a second template for the exempt case">
    No tax value, and a VAT exemption note that states the legal basis. Use this
    for deposits or anything else outside the scope of VAT.
  </Step>

  <Step title="Issue each invoice from the matching template">
    A membership fee and a refundable deposit are separate products, so they can
    be invoiced from separate templates even when the member pays for both at
    once.
  </Step>
</Steps>

<Note>
  The rate is stored on each invoice line at the moment the invoice is created, not
  looked up when the invoice is viewed. Changing a template later does not rewrite
  invoices already issued, which is what you want: a historical invoice keeps the
  rate that was correct on the day it was raised.
</Note>

***

## Getting the exemption wording right

The exemption note is free text because the required wording differs by country
and by the reason for exemption. Orgo does not check that what you write is
correct for your jurisdiction. If you are unsure, ask your accountant for the
exact sentence and paste it in, rather than paraphrasing.

***

## Related

* [Products](/docs/platform/fees/products) — creating the products invoices are raised against
* [Recording a payment](/docs/platform/fees/record-payment) — marking an invoice paid
* [Stripe Integration](/docs/platform/fees/stripe-integration) — card payments and processor fees