cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Add a percentage to invoice total

Have my invoicing and sales reciept set up with a shop supplies line that will add 2% to the last item on the invoice, looking for a way to add that 2% to all line items instead of just the last item.

Solved
Best answer 12-10-2018

Accepted Solutions
BRC
Established Community Backer ***

Add a subtotal first, then the % item.

Add a subtotal first, then the % item.

10 Comments
Not applicable

adding a subetotal

adding a subetotal
BRC
Established Community Backer ***

Add a subtotal first, then the % item.

Add a subtotal first, then the % item.

Not applicable

How do you add a sub total ?

How do you add a sub total ?
BRC
Established Community Backer ***

Type "Subtotal" or similar in the item field and when pro...

Type "Subtotal" or similar in the item field and when prompted to setup a new item, set one up of the Subtotal sub-type.
Not applicable

Thanks, That worked perfect.

Thanks, That worked perfect.
Not applicable

I had this same question today. Thanks Big Red!

I had this same question today. Thanks Big Red!
Community Contributor *

Re: Add a subtotal first, then the % item.

how do I add a % below the subtotal??

Moderator

Re: Add a subtotal first, then the % item.

You can create a new charge item and add it below the subtotal item, Maria T. 

 

Here's how: 

  1. Click on the List menu.
  2. Click on Item List and click on New.
  3. Select Other Charge from the Type drop-down option.
  4. Enter the name.
  5. Enter the percentage (%) amount and choose the Tax Code.
  6. Select the Account and click on OK.

When creating an invoice, add this item after the Subtotal. 

 

Please let me know if you have any questions. Thanks! 

Active Member

Re: Add a subtotal first, then the % item.

But how do i do this is online quickbooks pro?

Moderator

Re: Add a subtotal first, then the % item.

Welcome and thanks for joining this conversation, @TheSweetSittter.

 

Allow me to chime in for a moment and help make sure that your concern is taken care of.

 

Just to clarify, are you referring to the QuickBooks Desktop (QBDT) Pro version? If so, the process is just the same as what my colleague @GarlynGay provided above. You can follow the same steps to add the percentage (%) below the subtotal.

 

For future reference, you can also check out this article for further guidance: Add, edit, and delete items.

 

That should get you pointed in the right direction. Please let me know how it goes or if you're referring to something else so I can get back to you. I'm always here to help. Take care and have a wonderful rest of the week!