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Chelsea Putnam
How to add taxes to invoice
I am trying to generate invoices directly from my opportunity account..when I generate a quote and convert it to a PDF the tax amount I inputted comes up, however when I sync this to my account and then try and generate a quote and invoice through my main opportunities page, the tax is not there only my products.
How can I add taxes to my invoices?
Thanks
How can I add taxes to my invoices?
Thanks
Mathew Andresen 5
Where are you storing the tax info to get it so show up on the opportunity? For my users, I just created a new product called taxes, and have them enter that when they are doing a contract. Alternativly you could probably create a field on the opportunity object that stored the total taxes due, and then pull that over into your invoice.
Chelsea Putnam
How do I created a field on the opportunity object for taxes due? I need to be able to alter the tax rate for each individual province and we don't want to have to calculate it ourselves each time.
Mathew Andresen 5
How is it being calculated now? I assume some custom logic is happening to calculate it, you need to apply it in the same fashion. I would assume some type of trigger probably.
mark henri
I think I also face this problem in my accounts so add tax in many and it will appear and it makes your work easy .thank god that I resolved my problem otherwise it bad for me. if you want to know more about taxation. visit for more: https://planetaryaccountingandmarketing.com/taxation/