HOW DO I DO PERCENTAGE OF PART OF THE INVOICE

Is there a way to set up the Sales Order or Invoice so that this is automatically input or would I have to manually put Subtotal and the rate for each Sales Order/Invoice?

Hi there, @18wheeler18.

At this time, you'll have to manually enter the subtotal and the rate for each sales order or invoice. This way, it'll calculate the total price and its percentage for the labor charge.

I can see that the option to automatically set it up to the sales order or invoice is beneficial to you and your company. For now, I encourage submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To send feedback, please follow the steps below:

1. Open your QuickBooks Desktop company file.
2. Go to the Help menu, then select Send Feedback Online and choose Product Suggestion.
3. Enter your feedback and click Submit.

You might want to read this article: Use and customize form templates. This allows you to create custom form templates to control how they look and what information to include.

Please let me know if you need more assistance managing invoices in QuickBooks Desktop. I'll be standing by for your response, @18wheeler18.

Hi,

How did you add a percentage sign? 

When I'm trying to do that, it turns into a red and a message pops up: "Please make a valid enter" 

I need to add a Merchant Credit Card Fee of 3.5 %

Hi,

How did you add a percentage sign in the Rate box? 

When I'm trying to do so, it turns in red and a message pops up: "Please make a valid entry". 

I need to add a Merchant Credit Card Fee of 3.5% and want to calculate this fee automatically off the invoice total. 

Let me join this thread so I can share some details on how percentage works in invoice, VictoriaSBNY.
 

QuickBooks Online only accepts rate, By hour, or By Item for the invoice amount. What you can do is to manually calculate the amount of a certain percentage.

Since, adding a percentage (%) is unavailable , I recommend sending feedback to our engineers about this option. This way, they can review your request and consider it in future updates.

I've also added this article if you need to apply a discount to the total amount of the invoice: Add a discount to an invoice or sales receipt in QuickBooks Online. This link provides detailed steps and instructions. 

Keep in touch if you have other concerns with invoices or QuickBooks. I'm always ready to assist.

As there is not an option to add a percentage surcharge, which there should be, but there is the option to add a percentage discount, can the percentage discount be a negative which would effectively add the calculated amount to the total?

Welcome to the Community, 99NE.

I can see the importance of having the feature to make your percent discount negative to effectively add the calculated amount to the total cost in QuickBooks Desktop (QBDT). Let me share some information on how to do this. 

Firstly, we need to create a Subtotal to calculate all the previous items within an invoice or sales receipt. To do so, here's how:

1. In your QBDT file, go to Item List.
2. On the bottom part, select the Item dropdown, then choose New.
3. Select Subtotal on the Type section, and add the Item Name/Number.
4.  Tick Amount and Cost on the Columns to total.
5. Click OK.

After that, we need to create an Other Charge to add a calculated amount. Here's how:

1. In your QBDT file, go to Item List.
2. On the bottom part, select the Item dropdown, then choose New.
3. Select Other Charge on the Type section, and add the Item Name/Number.
4. Add the amount in the Amount or % section and choose whether this is taxable or not in the Tax Code section.
5. Select the an Income account for this in the Account dropdown.
6. Click OK.

Moving forward, when you create an invoice, it's advisable to add Subtotal and Other Charge after the Item so that it will effectively add the calculated amount to the total cost of the invoice.

Furthermore, if you've received a payment from a customer, you can visit this article to learn how to record it: Record an invoice payment.

If you have other questions regarding this concern don't hesitate to get back to us by leaving a reply below. We're always ready to assist you.