Difference between revisions of "Quote taxes section"
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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)''. | 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)''. | ||
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| + | ==='''Add quote percentage tax'''=== | ||
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| + | 1. To add a tax value as a percentage to the invoice, press the '''"Add percentage tax"''' button: | ||
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| + | [[file:Inv pers 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 perc tax.png|border|600px]] | ||
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| + | <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. | ||
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| + | The tax will be added and displayed in the invoice details section: | ||
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| + | [[file:Client invoice percentage tax.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 invoice perc tax update.png|border|600px]] | ||
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| + | Press "'''Update'''" to save changes. | ||
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| + | 3. To delete unneeded taxes, press the '''"Delete"''' button. | ||
Revision as of 10:31, 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).
Add quote percentage tax
1. To add a tax value as a percentage to the invoice, 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.
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 unneeded taxes, press the "Delete" button.
