GST not ticked when creating invoice from estimate

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Wendy_7689800
Wendy_7689800 Member Posts: 63 Reckoner Reckoner
in Accounts Hosted

I use estimates a lot. They are nearly all created with "amounts include tax" ticked (GST)

However, if I create an invoice from an estimate line, even though I'm selecting an estimate line that has GST, it opens the invoice without the box ticked. Leading to mistakes.

Any idea why the invoice wouldn't be created with matching details to the estimate?

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  • Acctd4
    Acctd4 Accredited Partner Posts: 4,032 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi Wendy

    Check the “Preferences”, specifically in the Tax section. There’s a check box to allow GST inclusive entries there which should default your invoices.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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