Afternoon!
We do progress billing in our landcsape construction and maintenance business. When we do this, tax is automatically added to each invoice based on an allocation of the full project. The issue with this is: not everything on an invoice is taxable! (Concrete, Plant Material, Etc). This causes our invoices to look wrong, and is going to create a problem.
Any tips or workarounds?
Hi Paige,
When set up your service, did you choose different taxable item on the service screen?
Unfortunately, if you have multiple services (with different taxable items) in the opportunity, the invoice will look like wrong, as Aspire calculate the whole project tax (correctly), but distribute the Tax amount on the invoice as (percentage of revenue).
So on the invoice, each line tax amount is incorrect. (Client gets very confused, especially when the project is phased. )
We could not find a good way to invoice. So we have to generate an invoice outside of Aspire to send to client.
We have the same issue. Please vote in the idea portal and maybe we can get a fix: https://feedback.youraspire.com/ideas/WAP-I-4392
Also if sales tax changes during the project, it will mess up the tax calculation on Open Billing invoices. Please vote on this idea as well if it might apply to you: https://feedback.youraspire.com/ideas/WAP-I-5770
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