Quote totals

Under the items is the totals box. Every figure in it is worked out for you, and the ones you may change are changed right there: click the figure, type, and press Enter.

What is in the box

• Subtotal: the lines added up, without add-ons the client has not accepted.
• Damage waiver: your waiver rate on the lines with DW ticked. Click the rate to change it.
• Discount: shown when there is one, or to someone who may give one. See Discounts.
• Delivery: worked out from the miles and any tent surcharges. See Delivery fees and distance.
• Sales tax: the rate on the lines with Tax ticked. Click the rate to change it.
• Total.
• Deposit: the percent and amount, due within your deposit days of signing, and the date the balance is due.

Steps

1. To change the waiver, tax or deposit percent, click the figure, type the new percent (10 for ten percent) and press Enter.
2. If the client has declined the damage waiver in writing, tick declined beside Damage waiver.
3. If the client does not pay sales tax, tick exempt beside Sales tax, then click add exemption ID and type their certificate number.
4. To change the delivery fee, click the amount and type a new one. It then says set by hand. Press Use calculated to go back to the worked-out fee.

Good to know

• New quotes start from your company's rates under Settings, Sales, Quotes and Settings, Sales, Payments, Payment settings: sales tax, deposit, deposit due days, balance due days and damage waiver.
• To leave the waiver off one item rather than the whole quote, untick DW on that line instead of ticking declined.
• Ticking exempt sets the tax to zero. Unticking it brings the rate back.
• Add-ons waiting on the client are listed beside the totals with their value, and are not in the total.
• On an order the same box adds Paid and Balance due. On an order the fee, tax, waiver and deposit are changed by sales.
• The client sees the same figures on their page and on the PDF.

If something goes wrong

• A figure is not clickable. Your role cannot change it, or the quote is now an order. Change it on the order, or ask the order's owner.
• The delivery fee is $0 or missing. The address is past your delivery limit, or the drive is long enough that a person prices it. See Delivery fees and distance.