User guide

117CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice
Surcharge Tax
Surcharges are positive adjustments (credits) by definition and can be
either percentage or flat amounts. They can also be configured to be
taxable or not, and appear on the
VIVI
VIVI
VI and printed invoice in the summary
area near taxes. Specific surcharges can be defined by surcharge name
that will be automatically applied to every invoice when created. One
such surcharge could be an Environmental surcharge, used to collect
hazardous chemical disposal fees sometimes required by state law.
Surcharges can be applied selectively by department, collecting fees for
drycleaning only, for example.
Sales Tax
There are several tax configuration settings called authorities. Tax
authorities are associated with the customer in the
CV CV
CV CV
CV
DD
DD
D
etailsetails
etailsetails
etails tab.
Multiple tax authorities are needed in order to deal with the variations
in tax requirements. For example, both a local and State tax might apply
in some parts of the USA. While this is uncommon in the USA, it is the
norm in countries such as Canada and Australia. Once configured, taxes
apply automatically during the creation of an invoice. Tax amounts are
always percentage-based with three significant figures to the right of the
decimal point (i.e., 6.250).
EXEMPTIONS
While taxes always automatically apply, certain situations call for tax
exemptions:
•
By CustomerBy Customer
By CustomerBy Customer
By Customer—Governmental agencies, nonprofit organizations,
resale, etc., can be selectively exempt from taxation.
•
By DepartmentBy Department
By DepartmentBy Department
By Department—Services are tax exempt in some states, so
departments can be selectively exempt from taxation.
Customer exemptions are assigned in the
CV CV
CV CV
CV
DD
DD
D
etailsetails
etailsetails
etails tab and allow
entry of a Tax ID reference number. Department exemptions are
assigned during Price Table creation.