Switch including/excluding tax per line when creating manual invoice

[Eminos]

Hi,

Today I use "including tax" price view settings on my WHMCS install in genral, and this works fine.

Although I have a couple clients that I create a lot of manual invoices.

With B2B-invoicing in Sweden (EU?) the natural/usual way to calculate tax is excluding tax.

The new feature I'm asking for is a way to switch including/excluding tax when creating a new invoice manually. Preferably a setting/checkbox per line, just like the "Taxed"-checkbox.

Thank you.

/E

[Eminos]

Hi again,

I'd love to get some feedback on this feature.

I really really need this, and I think others could have use of this too. Especially in EU where you're often dealing with both incl tax and excl tax, espacially when creating manual invoices.

/E

[disgruntled]

im a little confused at this one, you can set a client or group as tax exempt, why not just do that? this way any new invoices should be tax exempt whether manual or not.

Unless this is a bug or something missed that is causing the issue?

[Eminos]

Well, no, to set a customer as "tax exempt" is not the solution.
I want all customers to pay tax.

Here is an example of the problem.

Most my customers are private end customers. Regular people. B2C. Therefore my tax calculation is set "incl tax". It's just easier to display all prices with the tax included, because that what they're going to pay, and that's how prices are displayed in Sweden/EU when dealing with B2C.

The problem comes with the smaller part of my customers that are companies and that I bill manually. B2B.
The prices when dealing with B2B customers should be displayed EXCL tax.
But the real problem isn't really in that either. My B2B customers can view the price incl tax, thats fine for now.
The real problem is when I'm creating the invoices manually for those B2B-customers, that I have to set the price INCL tax, and that's just not the way you think about "hourly rate".

The ideal solution (I think), would be to have a little "switch" just next to each line when creating a new invoice.
Just like the "taxed" checkbox there would be a "incl/excl tax-switch".
A bonus would be that the price you entered is automatically changed according to the "switch".

Let's say the switch is at "incl tax" and you enter "100" as the price.
You can then switch to "excl tax" and the price would change to "80" (the tax being 25% in Sweden).

So the tax is ALWAYS calculated. All customers are always paying the tax. It's just how/where the tax is calculated/viewed.

[disgruntled]

ok now with your explanation i understand your problem and i think this feature should be added. in the mean time, you can do something a lot of hosts do and display prices ex tax and put a notice in the footer of the website that all prices are displayed excl tax and tax will be added to invoices on placing an order.

For consumers this is expected, and businesses will know immediately that they will not be charged tax (assuming they fill out the approriate information in their account)