Product Suggestions
If VAT is irrelevant to a client (ie, they're a trade buyer that will reclaim rom HMRC any VAT paid), then VAT - if shown at all - is only shown in the Quote total. The line totals are all shown net of VAT - but the Group totals can ONLY be shown including VAT - totally illogical and potentially confusing to a client.
Yes. I agree. When I looked into this you were completely right. It makes no sense to show the ex-vat on the screen and then default to incl VAT on the document... especially as 99% of what we do is B2B. I've logged a ticket for our support team to help you setup the more advanced option that gives you full control, but we'll also action your feedback and change the default for the future. Thanks again for taking the time to give your feedback on this feature.
Thanks for the reply, Andrew.
The feature that tends to throw one is that, when entering data into the quote on-screen, all group totals are shown net of tax. It’s only when one prints the quote to pdf that the sub-totals change to inclusive of tax!
I look forward to hearing about the work-around, pending the new default update.
Best
Mark
[photo-logo]
Mark Morley
For and on behalf of 2B Heard Ltd
M +44(0) 7415 397350
P +44 (0) 330 088 9271
W 2b-heard.com
A Unit 4F, St Francis Way, Shefford, Bedfordshire, SG17 5DZ
[linkedin]
[facebook]
[instagram]
[banner]
[Linkedin]
[Promotional]
Mark, there is a way to configure the layout of the group subtotals and choose whether you want to show each of the Net subtotal, the tax subtotal and the gross subtotal. I would agree that the default (if you dont configure anything) should almost certainly be the net value ... and now that you have pointed that out, we will change the default in an upcoming version! So thanks for your feedback.
But, in the meantime I'll get someone to contact you and see if we can help you configure the layout you are looking for.