Per Line Item Tax Method (Invoice Defaults)

In some cases, it may be advisable for the user to add taxes on a line item basis rather than on a per invoice basis.

 

If this is the case, select the "Per Line Item Tax Method" and the system will apply taxes on a line item basis. If multiple taxes will be applied, the taxes may be added sequentially, if that is desired (refer to the “Apply Tax on Tax”option set in Invoice Defaults).

 

If the "Per Line Item Tax Method" is selected as an invoice default, the system will disable the Taxes button on the Invoice Header screen and will enable the Taxes button on the Invoice Line Item screen.

Then, when entering or editing an Invoice Line Item, the user may select the Taxes button (on the Invoice Line Item screen) and the system will display the "Taxes" screen.

 

Click Add to add a tax or Edit to edit a Per Invoice Line Item tax and the system will display the "Tax" screen. Enter data as applicable and click OK to save. Note that any tax changes entered on these screens will not affect the default tax codes entered for the customer account.

 

Taxes Screen