Difference between revisions of "Quote taxes section"

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(Add quote percentage tax)
(Add quote percentage tax)
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You may select another name from the drop-down list and enter a new tax value:
 
You may select another name from the drop-down list and enter a new tax value:
  
[[file:Cl invoice perc tax update.png|border|600px]]
+
[[file:Update quote percentage tax.png|border|600px]]
  
 
Press "'''Update'''" to save changes.
 
Press "'''Update'''" to save changes.
  
 
3. To delete unneeded taxes, press the '''"Delete"''' button.
 
3. To delete unneeded taxes, press the '''"Delete"''' button.

Revision as of 10:02, 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":

600px

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 Taxes section of the quote:

Qoute percentage tax added.png

You may add as many taxes as you need.

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

Taxes update button.png

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

Update quote percentage tax.png

Press "Update" to save changes.

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