How do I set up a 15% fuel levy item to be applied to the freight component of our invoices?
Hi @AKUNAM1998
Is this a calculated % or a fixed amount on your invoice ?
If it's a percentage, I would use that as the rate:
IMPORTANT: Ensure you enter "15%" in the Amount or % field (the percentage symbol is crucial here, otherwise the system will read it as $15!)
Percentages will automatically calculate from the line directly above, so ensure you enter the fuel charge, then on the next line, this levy.
As shown here, it will auto-calculate from whatever amount is on the previous line only:
Therefore, if there are multiple lines you need included for the 15% calculation, use the Subtotal Item first, THEN the 15%FL Item. That way, it will calculate on the subtotal:
Thank you Shaz. I understand that. Much appreciated!
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