Every payout opens into the charges, refunds and fees behind it, so reconciling the bank takes minutes. If you are VAT registered, customers get their VAT invoice by email the moment they pay, and Orbit’s Xero and QuickBooks plugins put every sale, fee and refund into your books.
Add your tax registration number in Settings > Tax and every paid order gets a proper VAT invoice with your address, your VAT number and the VAT on each line.
Sent on payment
The customer is emailed their invoice as soon as the payment is captured. Nobody has to ask for it.
Download or resend
Open the order to download the PDF again, or email it to the customer again at the address on the order.
VAT on every line
Your address, your VAT number, and the VAT rate and VAT on each line, with the VAT totalled by rate to the penny.
Paid orders only
An invoice is only issued once money has been received, never for an order still waiting on payment. Without a VAT number on file, customers get a plain invoice instead.
Exact facts for the careful buyer and their accountant. Rates are yours to set and check; Orbit applies them at checkout and records them.
Starting rates
Loaded for you, yours to adjust.
Auto tax setup loads starting rates for the UK (Standard 20%, Reduced 5%, Zero 0%), all 27 EU countries, US states, Canadian provinces and Australia. Adjust any zone or add your own afterwards, down to US county and city rates.
United Kingdom
EU 27
US states
Canada
Australia
Standard VAT 20%
Reduced VAT 5%
Zero VAT 0%
Tax classes
A product's class decides its rate.
Standard, Reduced and Zero classes are built in: auto tax setup adds them, or one click in Settings > Tax. Put books and children's clothing in Zero, children's car seats in Reduced, and add classes of your own. The class on the product and the zone on the delivery address pick the rate.
Standard Rate
Reduced Rate
Zero Rate
Your own classes
Per product
Prices with VAT inside
The way UK shoppers expect.
Enter prices including VAT and the tax is worked out of the price at checkout, or enter them exclusive and have it added on.
Inclusive
Exclusive
Delivery taxed too
Shipping gets its own class.
Charge tax on delivery or not, and give shipping its own tax class so it follows the goods.
Charge tax on shipping
Shipping tax class
Your VAT number
One field switches VAT invoices on.
Add your tax registration number in Settings > Tax and every paid order gets a VAT invoice from then on.
Tax registration number
Settings > Tax
Reports
What the accountant asks for.
Finance summary carries gross and net sales, discounts, returns, shipping, taxes and total sales for any date range. Net and gross sales by order, payments by gateway and the total sales breakdown sit beside it. All export to CSV, Excel or PDF.
Finance summary
Net sales by order
Gross sales by order
Payments by gateway summary
Total sales breakdown
CSV
Excel
PDF
Exports
Orders as a file.
Export all orders, the current filter, the current page or just the ones you selected, as a plain CSV or an Excel-ready CSV that opens straight into a spreadsheet or your bookkeeping tool.
All orders
Filtered results
Current page
Selected orders
Plain CSV
Excel-ready CSV
A record of changes
Who changed what, and when.
Every tax class, rate and zone you create, update or delete is written to the activity log with the user and the time.
Tax classes
Tax rates
Tax zones
Activity log
Our bills to you
VAT invoices both ways.
Your Orbit subscription, app and theme purchases, app subscriptions and shipping labels come with VAT invoices in the dashboard, with credit notes when a label charge is corrected.
Subscription
Apps and themes
App subscriptions
Shipping labels
Credit notes
Orbit applies the rates you set and records the VAT on every sale, and its Xero and QuickBooks plugins carry those figures into your accounts.
The finance jobs you stop doing by hand.
Six things that happen on their own once Orbit Payments is connected and your tax settings are in.
Chasing invoices
VAT invoices go out the moment a payment is captured, without anyone asking.
Explaining a refund
A refund shows as its own line and comes off the balance, so the deduction has a name.
Looking up a rate
The rate comes from the delivery country and the product's class, worked out at checkout.
Requesting a payout
Payouts run on your schedule and land in the list with the account they went to.
Retyping the month
Orders and reports leave as files that open in Excel or your bookkeeping tool.
Watching for Stripe
Stripe's own notice appears at the top of Payments when your account needs something from you.
Three things, set once.
No surprises at the first month end. This is what the finance side needs before it can do its job.
VAT
Your tax registration number
Add it in Settings > Tax. From then on every paid order gets a VAT invoice with your number on it. Not registered? Customers get a plain invoice instead, and nothing else changes.
Settings > Tax
GB VAT number
Payments
Orbit Payments connected
Payouts, the balance and the transaction list come from your Orbit Payments account. Connect it during the trial and take a test order so you can open the payout it lands in.
Orbit Payments
Test order
Rates
A first pass of tax rates
Run auto tax setup to load the starting rates for the UK, EU, US, Canada and Australia, then check them against what your accountant says you charge, and set inclusive or exclusive pricing.
Auto tax setup
Inclusive or exclusive
Check with your accountant
Figures ready
VAT returns
Orbit works out and records the VAT on every sale, and the finance summary totals it for any date range, ready for your return.
Live figures
Making Tax Digital
File your MTD return from Xero or QuickBooks, where Orbit’s plugins record every sale, fee and refund as it happens. Other HMRC-recognised software takes Orbit’s exports.
In your books
Xero and QuickBooks
The Xero and QuickBooks Online plugins send each paid order as a sales invoice with its payment, and each refund as a credit note or refund receipt, against the accounts and VAT rates you map once.
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