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My invoices are showing the tax in $$ but not labeling it "tax"

Last post 11-13-2015 12:18 PM by Method_Ben. 1 replies.
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  • 11-13-2015 11:42 AM

    • PaulF
    • Not Ranked
    • Joined on 11-13-2015
    • Posts 1

    My invoices are showing the tax in $$ but not labeling it "tax"

    Reply Contact

    My customers are confused by the pdf invoices we sent out as the tax just displays as a line item and just in dollars...no description. 

    We have Method talking to QB

    Is this something I edit in Method to get it to say "CA TAX" or whatever where it's supposed to? 

    Thanks

  • 11-13-2015 12:18 PM In reply to

    Re: My invoices are showing the tax in $$ but not labeling it "tax"

    Reply Contact

    Hi Paul,

    What you would be looking for here is to edit the Print Template you are sending to your Customer. You would do this by downloading the REPORT DEISGNER and opening up the Print Template you are trying to edit.

    The easiest addition to make would be be add a Label on the Tax Line which says "CA TAX" or whatever you would like it to say. 

    Let me know if I can be of any more assistance.

    Thanks Paul!

    Regards,

    Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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