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Subject Author Date
Adding Surcharge to Invoice metro 07-23-2008
Posted by metro on July 23, 2008, 7:40 am
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 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



Posted by Haskel LaPort on July 23, 2008, 9:29 am
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>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.




>
>


Posted by dpb on July 23, 2008, 12:44 pm
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metro wrote:
> 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.

--

Posted by metro on July 23, 2008, 12:54 pm
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Thanks, I think I've figured it out

> metro wrote:
>> 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.
>
> --



Posted by Gary E on July 23, 2008, 2:22 pm
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You have? Well enlighten us!

> Thanks, I think I've figured it out
>
>> metro wrote:
>>> 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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