Method:Classic General Q&A

Re: Multiple Subtotals on Invoice

k.conk — Thu, 02 Dec 2010 00:48:09 GMT

Thanks. I will test it out. We were generating the invoices from the Work Order and it wasn't working there.

Re: Multiple Subtotals on Invoice

Anonymous — Wed, 01 Dec 2010 22:11:54 GMT

Hi Kathryn,

Actually Method already does this. If you go ahead and create a line item in the Customer Center -> Invoices screen and select "subtotal" from the Item dropdown menu, it will subtotal all immediate items above it. You can do this as many times as you like. In order to add "other charge", you must add it as an item under home -> items, and then when adding it as a line item in the Invoices screen, you can specify the percentage (make sure to click the % checkbox), which will be applied to the item before it in the list.

Hope this helps,

Regards
Denis

Multiple Subtotals on Invoice

k.conk — Sat, 27 Nov 2010 19:09:55 GMT

We need to generate multiple subtotals to appear and calculate on invoices. This works fine in QB but after reviewing all of the Subtotal related entries in the forum I haven't seen this. If Method can do it, we would contract with Method to do the Invoice Report Modifications. So my ? really is can you do this?

We Subtotal Materials and then run a QB Other Charge % to generate the Procurement Fee.

We then enter Service items.

We then generate the Profit & Overhead charge based on all the charges in the invoice. In QB this is done by entering Subtotal again which picks up the Items since the 1st Subtotal AND then entering another Subtotal which totals the prior Subtotals. Then we enter the Profit & Overhead % Item and it calculates it based on that last Subtotal.

The Total Invoice amount is then accurately calculated by QB. Here is a sample Invoice detail from QB (Qty, Rate, Amount) :

Redwood or Kilm dried cedar cohort or better 1 20.00 20.00

UL listed electrical switching device. 1 9.00 9.00

5/8" 4' x 8' moisture and mildew resistant wallboard.1 11.00 11.00

Subtotal 40.00

15% fee to cover time for purchase and delivery of materials to the job.15.00% 6.00

Trained craftsman with at least 5 years experience 1 50.00 50.00

Skilled painter with knoweledge of coatings and their application.1 40.00 40.00

Subtotal 90.00

Subtotal 136.00

To cover general office expences and overhead.10% 10.00% 13.60

Total Amount $149.60

Thanks for your help! Kathryn