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Experienced Member

Is there a good way to track taxable material to a job after converting an estimate to and invoice? I add material after job and don't want customer emailed that version

 
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Established Community Backer ***

Re: Is there a good way to track taxable material to a job after converting an estimate to and invoice? I add material after job and don't want customer emailed that version

when you tag an expense with the customer/job name that associates the cost with the job, remove the billable check mark an it will not show as something to add to the invoice

Established Community Backer ***

Re: Is there a good way to track taxable material to a job after converting an estimate to and invoice? I add material after job and don't want customer emailed that version

What do you mean by taxable material? If it's sales tax then it has to be on the invoice