Adding Surcharge to Invoice

[metro]

I need to figure out how to add a fuel surcharge of 14% to an invoice. It
will need to calculate on the original pre-tax amount and do it automaticlly
on certain invoices when needed. Is this possible? How do you do it?

thanks

[Haskel LaPort]

Post by metro
I need to figure out how to add a fuel surcharge of 14% to an invoice. It
will need to calculate on the original pre-tax amount and do it
automaticlly on certain invoices when needed. Is this possible? How do
you do it?
thanks

Yes it is possible. It is done by using a combination of items classified as
subtotals and other charges. Look up the word surchage in the QB help for
details.

[dpb]

Post by metro
I need to figure out how to add a fuel surcharge of 14% to an invoice. It
will need to calculate on the original pre-tax amount and do it automaticlly
on certain invoices when needed. Is this possible? How do you do it?

Partially possible, yes. How QB will know when it is needed and when
not to do so automatically is beyond my ken of how you would do that.

To do the surcharge, create an Item and make it the proper percentage
and then enter a subtotal item, then the surcharge item.

I don't see there's a way to automate it other than to memorized the
resulting invoice.

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[metro]

Thanks, I think I've figured it out

Post by metro
I need to figure out how to add a fuel surcharge of 14% to an invoice.
It will need to calculate on the original pre-tax amount and do it
automaticlly on certain invoices when needed. Is this possible? How do
you do it?

Partially possible, yes. How QB will know when it is needed and when not
to do so automatically is beyond my ken of how you would do that.
To do the surcharge, create an Item and make it the proper percentage and
then enter a subtotal item, then the surcharge item.
I don't see there's a way to automate it other than to memorized the
resulting invoice.
--

[Gary E]

You have? Well enlighten us!

Post by metro
Thanks, I think I've figured it out

Post by metro
I need to figure out how to add a fuel surcharge of 14% to an invoice.
It will need to calculate on the original pre-tax amount and do it
automaticlly on certain invoices when needed. Is this possible? How do
you do it?

Partially possible, yes. How QB will know when it is needed and when not
to do so automatically is beyond my ken of how you would do that.
To do the surcharge, create an Item and make it the proper percentage and
then enter a subtotal item, then the surcharge item.
I don't see there's a way to automate it other than to memorized the
resulting invoice.
--

[Haskel LaPort]

Post by metro
I need to figure out how to add a fuel surcharge of 14% to an invoice.
It will need to calculate on the original pre-tax amount and do it
automaticlly on certain invoices when needed. Is this possible? How do
you do it?

Partially possible, yes. How QB will know when it is needed and when not
to do so automatically is beyond my ken of how you would do that.
To do the surcharge, create an Item and make it the proper percentage and
then enter a subtotal item, then the surcharge item.
I don't see there's a way to automate it other than to memorized the
resulting invoice.

The OP probably isn't looking for the program to insert subtotal and the
surcharge lines automatically. All he is looking for is a method that will
perform the math automatically, which it certainly can do.

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