Recurring Invoices Breakdown
in progress
R
Ryan Blitz
When trying to create an invoice or a recurring invoice from a package, we used to be able to see the products on a line item basis with the ability to show or hide that information on the outgoing invoice. That is where we were also able to affect tax on an individual product basis as not all products are taxed. When creating a new invoice now it pulls the package as 1 line item and taxes it entirely. There is no way to break it down to only apply tax to the taxable items. There is no way to add a tax rate at the the product level either, directly on the product settings. So now it is charging the global tax rate on all packages and invoices in total with no way to edit or change that. Having to rebuild every package in an invoice line item by line item is not streamlined and is more prone to errors. Please fix that functionality ASAP.
Thank you!!
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Rylan Morris - Vendasta
in progress
Thanks for flagging this, Ryan! You’re absolutely right that having product-level breakdowns, along with control over how tax is applied, is important for accurate and streamlined invoicing.
The good news is that our team is actively working on restoring this functionality so you’ll once again be able to view products as line items, manage tax at the individual product level, and choose what details to show or hide on outgoing invoices.
We’ll update this thread as soon as the improvements are live, so you’ll be the first to know. Thanks for your patience while we work to make invoicing both flexible and accurate again.