I am very new to Manager (so sorry if the answer to this question should be obvious to me).
I am a sole-proprietor billing hourly for services. I enter my time entries into the Billable Time section. I have established my sales tax in the Tax Codes table.
To generate a sales invoice, I access the billable time table via the Customers section via clicking the blue Uninvoiced amount value. That takes me to the uninvoiced billable time records for that customer. So far, so good.
I select the appropriate billable time records that I wish to invoice and select the New Sales Invoice button. The result is an invoice report but without the appropriate sales tax. Where do I identify a tax code that should be linked to each billable time record such that sales tax is calculated and appears on the sales invoice (and totaled accordingly)?
…or am I missing the process completely and need to do this another way so that sales tax is applied to billable hours? Any assistance and guidance would be appreciated. Thanks.