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kkulick
Level 1

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

 
2 Comments 2
Rustler
Level 15

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

Malcolm Ziman
Level 10

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

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