Maintain Taxes for an Invoice

Use this activity to maintain taxes for an invoice.

This activity can be performed only on an invoice with an Invoice Status of Initial or Draft.

A reprice of the invoice must be completed if any property that affects the line items is updated. Clicking the Generate Invoice button does not cause the invoice to be re-calculated, it merely creates the invoice documents.

For a single-job invoice, or a merged invoice with a grouped-by-job or combined-job price type:

  • Taxes come from the primary job invoice.
  • Taxes display at invoice level.
  • When a change is made to the taxes, then the changes are reflected in the primary job invoice in the job.
  • Where the invoice is flagged to have taxes applied, then the invoice's taxes are applied on all line items raised for the invoice.

Activity Steps

  1. Proceed to update a draft or edited invoice, and during this action, include the following steps.
  2. Select the Taxes tab.

    Taxes associated with the invoice display in the grid in rows. A single job invoice and a merged invoice that has a combined-job pricing mode displays taxes at the invoice level.

    Any changes to an invoice's header are reflect back in the job invoice. Where the invoice is comprised of multiple job invoices, then the changes are reflected in the primary job invoice.

To add an invoice-level tax:

  1. Click Add icon Add.
  2. Select the Tax Code.
  3. Click Submit.

    The tax is added to the invoice after any other taxes already on the invoice. The taxes on the invoice and related job invoices are re-sequenced accordingly.

To remove invoice-level taxes:

  1. Click X at the beginning of the rows to be removed.
  2. Click Submit.

    The taxes are removed from the invoice. The taxes on the invoice and related job invoices are re-sequenced accordingly.

To re-sequence invoice taxes:

  1. Click on a row and drag it to its desired position within the grid.
  2. Click Submit.

    The tax sequence is persisted.