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Hey Marcelo, Unfortunately, the invoice needs to by synced to QB for your tax item field to auto-populate. If you have the "Wait for Sync Approval" checked, manually select the tax item, click "Save" and then click on "Print Preview.  -Kalvin"

Hello Marcelo, I have tested creating invoices in your account on your stock Work Order List screen, and it works fine. Please try again. When you click "Invoice Selected", uncheck the "Set to wait for sync approval". The reason why you didn't see the tax getting calculated automatically is because the invoice is ...

Hello Marcelo, I tested it and it works fine on my account. In order to help you investigate this issue, please enable MethodSupport and send me your company log in name to my email. -Kalvin

Hey Marcelo, I have tested my stock Invoice Screen and creating multiple invoices from the Work Order List (Field Services) screen, and both works fine. In order to help you, I need you to give me detailed steps on how to recreate the problem you are experiencing. From there, I can troubleshoot this problem for you. -Kalvin

Hi Marcelo,  Please do as per my instructions from before, and then I will go through how to test the screen. From before: Can you test out the stock QuickBooks_Invoice screen as well? You can test out the stock screen by going to Customize > Screens > search for QuickBooks_Invoice > highlight the mouse ...

Hi Marcelo, Can you test out the stock QuickBooks_Invoice screen as well? You can test out the stock screen by going to Customize > Screens > search for QuickBooks_Invoice > highlight the mouse over the name then click View on the left side of it. If it works on this screen, then the problem is definetly ...

Hey Garrett, Can you please provide us a screenshot of the error message? -Kalvin

Hi Borlandje, Here are some recommendations. First create a table for the spiff, and then import your spiff data into Method. Once that is done, you can easily preform all the calculations you wish. As for the report part, here are 2 ideas on top of my head. 1) You can create a grid. Grid data are also exportable to various file ...

Hi Garrett, Yes it is possible. You can add a drop down to your screen and have the logic change the Tenant ID to whoever you want when you click Save. However, this is only the tip of the iceberg. Multi-tenancy customization can get extremely complicated. There are many things to consider when implementing multi-tenancy ...

Hi Marcelo,   [quote user="Marcelo11756"] 1- I created some invoices and none of the invoices calculated the sales tax, is this because there are set to wait to sync? I have to sync first and then print them.?  [/quote] To make the calculation appear, you have to click the Save button. As ...