The Rillet integration connects via an API key plus a webhook covering invoice created/updated/deleted and payment-updated events (and optionally credit memos), so sales tax is calculated and added the moment an invoice is created in Rillet. Transactions appear automatically in Numeral's Transactions section with no manual upload required, supporting "zero-day close" workflows where tax is already accurate by the time books close.
šµ Tax treatment note: Transactions must reach "Paid" status (amount due $0.00) to finalize and sync to Numeralātreat tax figures on unpaid invoices as calculated-but-not-yet-final.
š¬ Questions? Reach out to our team anytime via the messaging widget in your Numeral dashboard.