Configure tax with Metronome invoicing
Metronome integrates with providers like Avalara or Anrok to calculate tax for invoices. Metronome calculates tax at the line item level, but records the total amount on theexternal_invoice
object on the invoice. To calculate tax Metronome needs two mappings:
- Mapping of Metronome customer to the customer in your tax provider to get information like customer address and tax code.
- Mapping of Metronome products to items in your tax provider to get the tax rates for each line item on your customers’ invoice.
Private BetaMetronome invoicing is currently in Private Beta. Contact your Metronome representative for early access.
Calculate tax with Avalara
Connect Metronome and Avalara Provide Metronome with an Avalara user account by providing credentials to the/upsertAvalaraCredentials
end point. Example request shown below:
avalara_item_code
. For each product in Metronome, set the value of this field to the corresponding item code in Avalara.
Using the entity mapping feature in Metronome, map the Metronome product to the avalara_item_code
. This is how Metronome will know what tax rate to apply to each line item.
Configure customer
Once Metronome has an Avalara credential and correctly mapped products, you are ready to calculate taxes for your customers’ invoices. You must now specify avalara
and the avalara_customer_code
on the customer’s billing configuration. Here is an example call to /setCustomerBillingConfiguration
:
Configure tax with Stripe invoicing
Stripe tax calculation works with Anrok and Avalara. Metronome integrates with these tax providers via connections to Stripe. To conigure tax with these providers, set up the appropriate entity mapping in the Metronome app:- Click Connections in the left sidebar.
- Under Integrations, go to Stripe, click Edit Mapping.
- Use the modal dialog to populate the mappings using the values below.
- Click Save.
INFOContact your Metronome representative to enable sales tax calculations.
Required entity mappings
Calculation of taxes in Stripe requires entity mapping in Metronome. Use this table of values to configure the correct entity mappings for your chosen tax service (Anrok or Avalara).Metronome Entity | Stripe Entity | Notes |
---|---|---|
Line item | invoiceitem | Created by invoicer upon issuance |
Invoice | invoice | Created by invoicer upon issuance |
”Product ID” custom field on Line item | invoiceitem.price.product | Stripe product ID is stored in a line item custom field. This field is used for the Anrok integration and is passed as part of the invoice item from Stripe during invoice issuance. |
Any custom field on Line item | invoiceitem.metadata.* | Any metadata key that’s stored on a line item custom field. This field can be used for the Avalara integration, specifically to provide TaxCode metadata. This metadata is also passed as part of the invoice item from Stripe during invoice issuance. |
Any custom field on Customer | invoice.metadata.* | Any metadata key that’s stored on a customer custom field. This field can be used for the Avalara integration, specifically to provide TaxCode metadata. This metadata is also passed as part of the invoice from Stripe during invoice issuance. |