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Categories CRM App
Created by Guest
Created on Feb 4, 2021

Quote Grouping - The Default Subtotals should show net of VAT / Tax

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.

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  • Admin
    Andrew Ardron
    Reply
    |
    Feb 9, 2021

    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.

  • Guest
    Reply
    |
    Feb 9, 2021

    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

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    Mark Morley
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  • Admin
    Andrew Ardron
    Reply
    |
    Feb 8, 2021

    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.