Total Amount Including GST not displaying on quote

1

Hi!

Loving this software so much! Having a bit of an issue with our sales quote. When the quote is generated, it totals everything before GSt and then shows a separate line with the GST amount; however, it does not show a final total. This can be very confusing to customers. Is there a way to add another line to indicate a final total, including GST? We used to have the desktop version and this was no issue but since we’ve updated to the cloud this is a problem.

Thanks,
Kati

2

Can you post screen shots of a sales quote entry screen and of the resulting quote? It can be bogus information you delete afterwards, as long as it demonstrates the problem. You should be seeing something like this:

3

Sure! Sorry - I did not receive a notification that this had been answered as it went to my junk folder. I should have checked on here directly. Here is a screen shot:

It is happening on both quotes and invoices.

Thanks!
Kati

4

Easy fix. You have checked the box to indicate amounts are tax inclusive. And you probably have that as the default. Click on the blue set default link, uncheck the box, and Update. Do this separately for both sales quotes and sales invoices. You can also go back and edit previous quotes and invoices where you had the problem. (Changing the default will not retroactively change previous entries.)

5

Awesome! Thanks! It was an easy fix! One thing is still problematic though, the default is already set to be unchecked but when we process the invoice/quote it checks it off automatically again. Thoughts?

Thanks!
Kati

6

Click on the (set default) and make sure the box is unticked and then click update