Create Invoice at customer screen, have default taxes for customer
After working with Cheqbook for the week and entering a number of invoices, I just had a few suggestions. Would it be possible to add a link to create an invoice from the Customer screen. When you update a customers information etc, it would be nice to have a link to create an invoice. Also, I would love to see a field when setting up customers that could be linked to a default tax code and rate. Then when invoices are created, the invoice could be automatically coded as taxable or non taxable, and if taxable pick up the default rate. If there was a need to change it, it could be done on the fly. Seems like that would make data entry easier on the invoices. I found myself forgetting to click the tax box for each and every invoice entry.
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I would definitely like to not have to set all the tax options for every invoice every month. I use Items, so maybe tying the tax setting to the Item rather than the customer would make sense.
Ideally, I would want to see the following:
For Customers
- Set whether or not their invoices should include sales tax
- The customer's default sales tax (in case you have more than one tax rate which could apply)
For Items
- Whether the item defaults to taxable or not
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