Test vs live mode

At the top of the dashboard is a Test / Live toggle. It controls which set of data you're working with right now:

• Live — your real bookings, invoices, and saved calculations. A green "Live data" indicator shows in the header.
• Test — an isolated sandbox. A "Sandbox data" indicator and a banner remind you that test mode uses isolated sandbox bookings, invoices, and saved calculations.

Test mode is a true isolation, not a visual filter. Records created while you're in test mode are flagged is_test and are kept separate from your live records at every layer:

• Bookings, invoices, and saved calculations created in test mode are marked as test data and only appear while the toggle is on Test.
• Fiscal numbering is separated. Test invoices burn their fiscal numbers from a dedicated TEST fiscal series, so practising issuance never consumes a number from your real, gapless live sequence. That separation is exactly what makes the whole test set safe to delete later.

Because the sandbox is fully separated, an organization admin can erase it in one action without endangering live records.

1. 1
   Open organization settings as an admin

   The wipe test data action is organization-admin gated. Regular members don't see it.

2. 2
   Run the wipe

   TaxLens deletes the org's sandbox bookings, invoices, and saved calculations and returns a count of what was removed. Your live data — and your live fiscal sequence — are untouched.

We strongly recommend building and validating your integration in test mode first:

• Wire your booking flow end to end against the sandbox — create bookings, issue invoices, try a credit note — and confirm the documents look right.
• Exercise edge cases freely. Practising issuance in test mode never disturbs your live gapless numbering.
• When everything checks out, wipe the test data and flip to Live for real fiscal documents.

Ready to issue for real? Start with Legal issuers & tax registrations and the invoice lifecycle.