![]() ![]() Taxes will need to have the same rate in both systems as well, or when an invoice is synced, it will default to the rate in QuickBooks, not Service Fusion. Important: If you sync with QuickBooks, you will need to create this item in QuickBooks as well, of the exact same type, with the exact same name. The name field is for whatever you'd like to call this item. If you select Fixed (product/service specific), please note whatever fee or discount amount you enter will apply per service/product. In other words, if your Fee is $2, and you have four products on your estimate, job, or invoice this Fee applies to, your total fee will be $8. Similarly, a Discount may be a percentage, Fixed and only apply to certain products or services, or Fixed and apply to the grand total (subtotal + tax). A Fee may be a percentage, Fixed and only apply to certain products or services, or Fixed and apply to the grand total (subtotal + tax). To create a new Tax, Fee, or Discount, select the +Add New button on the right of the table.īegin by selecting a category are you creating a new Sales Tax, a new Fee, or a new Discount? If a Tax, Fee, or Discount has been previously used, it will need to be made inactive instead. ![]() Tax/Discount Items allows the user to view the list of created Taxes, Fees, and Discounts, edit existing Taxes, Fees, and Discounts, and delete Taxes, Fees, and Discounts if they have not been used. Global Settings allow the user to decide when they want the Discount applied (either before taxes and fees, or after taxes and fees) and how many decimal digits to allow in the tax fields. The landing page has two tabs: Global Settings, and Tax/Discount Items. You can set up your Taxes, Fees and Discount by navigating to My Office > Taxes, Fees and Discounts.
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