Knowledgebase
How do I add VAT to a Quote?
Posted by - NA - on 22 August 2007 02:32 PM

At the moment there is no direct way of adding adjustments to quotes. However, as a workaround, VAT can still be indicated with the help of template variables.

To edit a quote template, please go to Corporate Settings. In Corporate Settings select Templates, then locate Quotes templates in the field to the right (templates are stored in the \Templates\CLIENTS\Quotes\ folder of your Projetex Workstation setup folder).

The .rtf template of your quote will open in the text editor (MS Word for instance). Please locate the line "Total: \TOTAL\" and replace it with the following text (in this particular example the VAT rate is 30%):

Subtotal: \TOTAL\

VAT (30%): \TOTAL*0.3\
Total: \TOTAL*1.3\

Also, you can create a custom field for your quotes and fill this field with its actual VAT for each of your invoices. Then you will be able to make automatic VAT calculation in your quotes by using a similar code construction:

Subtotal: \TOTAL\

VAT (\CUSTOM_FIELD_VARIABLE_NAME\%): \(CUSTOM_FIELD_VARIABLE_NAME/100)*TOTAL\
Total: \((CUSTOM_FIELD_VARIABLE_NAME/100)+1)*TOTAL\

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