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January 12, 2024
Question

Where can I find the Taxable Subtotal in the new version of Estimates? It seems to be missing, and was there previously.

  • January 12, 2024
  • 1 reply
  • 2 views
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1 reply

Adrian_A
Level 8
January 12, 2024

Hi aand,

 

I'm here to enlighten you about the Taxable subtotal section on the Estimate.

 

Currently, the Taxable subtotal section is only available in the old sales form. I have a workaround for you, though. 

 

You can switch back to the old layout, to have the Taxable subtotal functionality. Here's how:

 

  1. Go to the Estimate page.
  2. Click Old layout.
  3. Select Switch layout.

 

Furthermore, I've added this article as your guide to converting an estimate to an invoice: Create an invoice out of an estimate.

 

Don't hesitate to get back to the thread whenever you have concerns about creating an estimate.