Difference between revisions of "Quote taxes section"

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(Add quote percentage tax)
(Add quote percentage tax)
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Then select the tax name from the drop-down list, enter its value and press '''"Add"''':
 
Then select the tax name from the drop-down list, enter its value and press '''"Add"''':
  
[[file:Cl invoise add perc tax.png|border|600px]]
+
[[file:Add quote percentage tax.png|border|600px]]
  
 
<span style="color:red">'''Note :</span>''' First, taxes should be created in '''<U>[[Taxes#Taxes list|System => Taxes => Taxes list]]</U>''', and only the taxes which are defined as the '''Percentage''' will be avaliavle in the list.
 
<span style="color:red">'''Note :</span>''' First, taxes should be created in '''<U>[[Taxes#Taxes list|System => Taxes => Taxes list]]</U>''', and only the taxes which are defined as the '''Percentage''' will be avaliavle in the list.

Revision as of 09:37, 23 October 2019

In this section you can add new taxes, edit or delete the displayed ones by pressing corresponding buttons:

Quote taxes section buttons.png

You may add taxes whether as a percentage or flat amount (the last one will be helpful if you have to pay some fixed governmental fee on each transaction).

Add quote percentage tax

1. To add a tax value as a percentage to the quote, press the "Add percentage tax" button:

Inv pers button.png

Then select the tax name from the drop-down list, enter its value and press "Add":

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Note : First, taxes should be created in System => Taxes => Taxes list, and only the taxes which are defined as the Percentage will be avaliavle in the list.

The tax will be added and displayed in the invoice details section:

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You may add as many taxes as you need.

2. You can update the tax by pressing the "Update" button.

You may select another name from the drop-down list, and enter a new tax value:

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Press "Update" to save changes.

3. To delete unneeded taxes, press the "Delete" button.