Create a Taxable Marketing Opportunity

Overview:

In this article, we will review how to create a taxable Marketing Opportunity. When creating or editing a Marketing Opportunity, simply check the “Taxable” box to have tax automatically added.

Important to know:

• Taxable purchases can vary from state to state, so this feature makes it easy to collect tax if the service your business provides should be taxed. 
• Agents will see this as a line item under Total Due before submitting the order as well as on the invoice.
• Uses the "tax rate set" as part of system configuration.  This means tax would be applied to ALL invoices generated within system.
  
  

Please find available resources below.

Quick Reference:

Link to Full Step-by-Step Guide