Taxes Section Utilities>Invoice Design

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Overview

The Taxes section is used to pick up any Taxes/Surcharges when invoicing a project.

 

 

Key Concepts

•Taxes are created and managed in Global Settings under the Taxes/Surcharges Tab.
•Taxes are enabled on the Project>Taxes & Surcharges Tab.

 

Field Descriptions

Name

•Textbox - The name of the Border section can be edited here. Must be unique.

 

Show & Post Taxes

•All - When checked, any tax selected on the project is used.
•Custom - When selected, any combination of the taxes selected in the grid can be used in combination with the tax selected on the project.
oTax Code - Code of the Tax.
oTax Name - Name of the Tax.
oShow - Show the tax only.
oPost - Post the tax only.