Method Community

I have a problem with invoices, and I need some help.

When I have a discount job item on the invoice, Method calculates the sales tax based on the original total, instead of the total after discount.

I print my invoices, before I synchronize with QB, some when I send them to the customer, the total is not correct.

When I post the invoices to QB, QB makes the adjustment.  And puts the correct sales tax and total.

How do I fix this?  I made some changes on the original template, but I didn't change any of the numbers or calculations, I only did cosmetic changes.

So the total should not be affected by the changes I made.  

Hi Marcelo,

I had to edit my post here, I answered the wrong question...sorry.  We will respond shortly to your inquiry however.

-Ben

Hello,

     This is a known issue with the system.  I do have a ticket in development for a fix to be made.  It is due to the fact that the Print Preview button has to save everything before it creates the PDF.  The problem is the save is too slow and the PDF is created before QuickBooks can come back with the correct information.

    The work-around is to take off the 'Save All Sections' action out of the Print Preview button.  I would create a copied screen for now and when the fix is implemented, you can switch back to an original screen.  The one thing you will have to do is Save the record before you click Print Preview.

- Greg