GST not ticked when creating invoice from estimate
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Wendy_7689800
Member Posts: 63 Reckoner

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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Comments
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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 ***
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