Re: New Transactions: Terms do not generate discounts / tax

john475 — Thu, 05 Sep 2013 15:05:42 GMT

I don't know if it's International version or not... it doesn't make any mention of that anywhere. Just Quickbooks Online Plus.

I just heard back from a similar post I made on a Quickbooks forum and heard that the Online version does not support this sort of advanced autofill. But looking into the Customizing options on Method, it looks like I could program it into existance via conditional statements added to Customer selection in the Invoice screen. Sound about right?

New Transactions: Terms do not generate discounts / tax

john475 — Wed, 04 Sep 2013 21:10:47 GMT

New user here. I'm getting settled in to the basics of Method, and really like your available resources, but can't find the answer to this one:

Any New Transaction (Invoices or Estimates) that I create do not generate automatic Discounts or Tax as specified by the Terms.

I posted a picture of the test case below... As you can see the bottom field are all generally blank. This is after entering products and clicking 'Update'. I assigned this contact Terms called 'Net 30 / Discount 5%'. The Due Date autofilled correctly, but the Discount % is blank (i double checked to see that 5% was in fact saved in the Term selected). The Tax has also been set in this Terms, but does not appear either. They still do not apply after I Save or go to print the Invoice.

Any clues? Thanks.

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Re: New Transactions: Terms do not generate discounts / tax

New Transactions: Terms do not generate discounts / tax