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Level 2

Adding billable time to new invoice drops sales tax information (specifed in service) when date filtered

My Weekly Timesheet is setup to ask for a Service and make time activities billable.  The Service specifies the Sales Price and Tax (in our case always Exempt).

 

When creating an invoice, I see the all unbilled/unlinked Billable Time entries.  If I click "Add all" they populate the invoice rows with the Tax code specified for the Service in Products and Services.  If I instead FIRST filter by date and THEN click "Add all" they populate the invoice rows with the Tax code empty, requiring manual correction of each row added.

2 Comments
Level 11

Adding billable time to new invoice drops sales tax information (specifed in service) when date filtered

@strickland

If the Billable Service is an exempt item, you may want to edit the Products/Services item and uncheck "Is taxable" box. (Or create a new one, if you've both taxable and non-taxable service items.)
You can also make Customer/Client non-taxable on their profile (information) page.

Level 2

Adding billable time to new invoice drops sales tax information (specifed in service) when date filtered

@vpcontroller

 

Thanks for the suggestions.  There is no "Is taxable" box in my Service setup.  I use the Canadian version so perhaps there's a difference there.  I did a test with "Inclusive of Tax" and it made no difference when adding billable time.

 

I made the client non-taxable in the Customer profile.  It made no difference when adding billable time, but making a new entry manually does override the Sales Tax code to Exempt.  That's useful to me in future.

 

I've since discovered this bug ONLY appears when you touch the Filter by dropdown.  If I change it to Last Month and immediately exit without saving, then Create Invoice again and don't touch the Filter then the sales tax information is NOT dropped.  Since it remembers the last filter setting between clients I need this workaround only once a month.

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