How do I add taxes and adjustments to my invoices?

Taxes can be entered manually or calculated.

To Enter Taxes or Adjustments Manually:

  1. Click the "Taxes and Adjustments" tab.
  2. Enter the total for each tax on the invoice.
  3. For markets where taxes need to be calculated as part of the pricing, choose to show/hide "Advanced Tax Fields" in the purchasing preferences. This will show the amounts calculated and applied to items purchased.

NOTE: When setting up items, if tax groups were applied, the taxes will be calculated in the "Taxes and Adjustments" window automatically. Even though calculated, Optimum Control requires that you enter the correct "amount on invoice" to balance the invoice properly.