Difference between revisions of "Quote taxes section"
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[[file:Taxes delete button.png|border|1000px]] | [[file:Taxes delete button.png|border|1000px]] | ||
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| + | ==='''Add invoice absolute tax'''=== | ||
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| + | 1. To add a tax value as a flat amount to the invoice, press the '''"Add absolute tax"''' button: | ||
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| + | [[file:Inv absol button.png|border|1000px]] | ||
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| + | Then select the tax name from the drop-down list, enter its value and press '''"Add"''': | ||
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| + | [[file:Cl invoise add abs tax.png|border|600px]] | ||
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| + | <span style="color:red">''''Note 1:'''</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 '''Absolute''' will be avaliavle in the list. | ||
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| + | <span style="color:red">'''Note 2:'''</span> The currency of the absolute tax is determined according to the invoice currency. | ||
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| + | The tax will be added and displayed in the invoice details section: | ||
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| + | [[file:Client invoice absolute tax added.png|border|1000px]] | ||
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| + | You may add as many taxes as you need. | ||
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| + | 2. You can update the tax by pressing the '''"Update"''' button. | ||
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| + | You may select another name from the drop-down list, and enter a new tax value: | ||
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| + | [[file:Cl inv abs tax update.png|border|600px]] | ||
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| + | Press '''"Update"''' to save changes. | ||
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| + | 3. To delete taxes, press the '''"Delete"''' button in the corresponding tax row. | ||
Revision as of 11:44, 23 October 2019
In this section you can add new taxes, edit or delete the displayed ones by pressing corresponding buttons:
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) and the system will add and display these taxes on PDF files of quotes.
Add quote percentage tax
1. To add a tax value as a percentage to the quote, press the "Add percentage tax" button:
Then select the tax name from the drop-down list, enter its value and press "Add":
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.
This tax will be added and displayed in the Taxes section of the quote:
You may add as many taxes as you need.
2. You can update taxes by pressing the "Update" button:
You may select another name from the drop-down list and enter a new tax value:
Press "Update" to save changes.
3. To delete taxes, press the "Delete" button:
Add invoice absolute tax
1. To add a tax value as a flat amount to the invoice, press the "Add absolute tax" button:
Then select the tax name from the drop-down list, enter its value and press "Add":
'Note 1: First, taxes should be created in System => Taxes => Taxes list, and only the taxes which are defined as the Absolute will be avaliavle in the list.
Note 2: The currency of the absolute tax is determined according to the invoice currency.
The tax will be added and displayed in the invoice details section:
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:
Press "Update" to save changes.
3. To delete taxes, press the "Delete" button in the corresponding tax row.
