HOW DO I ENTER THE TAXES?

Taxes can be entered at the invoice header level (applies to all the invoice lines) or at the line item level (applies to the line being modified)


Taxes at the invoice header level:  Find the applicable tax (GST/PSFT, HST, etc) and enter the tax percentage to be used. 


or the preferred method to avoid decimal rounding issues is to enter them at the line item level.



Entering taxes at the line item level:  


  • Select the line item to edit it if the invoice was created by converting a Purchase order to an invoice



  1. Navigate to the tax section and click "editable".  This will allow you to edit the line and enter the applicable tax amount or the tax percentage
  2. Enter the applicable tax (entering the tax amount will prevent rounding inconsistencies)
  3. click save




4. add the attachment

5. review the invoice date/invoice number

6. click submit