Difference between revisions of "Quote taxes section"

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(General information)
 
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You may add taxes whether as a percentage or flat amount, and the system will add and display these taxes on the PDF file of the quote:
 
You may add taxes whether as a percentage or flat amount, and the system will add and display these taxes on the PDF file of the quote:
  
[[file:Quote PDF file with taxes.png|border|550px]]
+
[[file:Qoute PDF file with taxes.png|border|500px]]
  
 
More info on taxes can be found '''<U>[[Taxes|here]]</U>'''.
 
More info on taxes can be found '''<U>[[Taxes|here]]</U>'''.

Latest revision as of 16:07, 23 October 2019

General information

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

Quote taxes section buttons.png

You may add taxes whether as a percentage or flat amount, and the system will add and display these taxes on the PDF file of the quote:

Qoute PDF file with taxes.png

More info on taxes can be found here.

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":

Add quote percentage tax new.png

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:

Qoute percentage tax added.png

You may add as many taxes as you need.

2. You can update taxes 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 taxes, press the "Delete" button:

Taxes delete button.png

Add quote absolute tax

1. To add a tax value as a flat amount to the quote (it will be helpful if you have to pay some fixed governmental fee on each transaction), press the "Add absolute tax" button:

Inv absol button.png

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

Add absolute tax to quote new.png

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 quote receivable currency.

This tax will be added and displayed in the Taxes section of the quote:

Quote absolute tax added.png

You may add as many taxes as you need.

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

Quote absolute update button.png

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

Quote absolute tax update page.png

Press "Update" to save changes.

3. To delete taxes, press the "Delete" button in the corresponding tax row:

Quote absolute delete button.png