GST not ticked when creating invoice from estimate

WendyWendy Member Posts: 42

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?


  • Acctd4Acctd4 Accredited Partner Posts: 891 ✭✭✭

    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 * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

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