Difference between revisions of "Quote taxes section"

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[[file:Quote taxes section buttons.png|border|1000px]]
 
[[file:Quote taxes section buttons.png|border|1000px]]
  
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 the PDF file of the quote.
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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)'' and the system will add and display these taxes on PDF files of quotes.
  
 
==='''Add quote percentage tax'''===   
 
==='''Add quote percentage tax'''===   

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:

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) 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:

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.

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