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Tax Variables in Invoices

Stéphane Bergeron

March 12, 2012 18:46

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Hi there,

I've set up the Canadian GST tax and provincial PST taxes in Studiometry and applied them to an invoice. The amounts are calculated correctly and the total is correct. But on the invoice itself, I need to display the individual GST amount as well as the individual PST amount separately but the only variable I can use shows the tax total which is not useful to me. In Canada we are required to diaply these amounts separately.

Are there Custom variables I can use in my invoice template? I had a custom "Tax1Amount" as the only tax field before (just starting to charge taxes) and that is also showing the total and not a specific tax (GST or PST) amount.

Or if there is a better way to do this I'd love to hear about it.

Thanks!

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15 comments

• 0
  
  Oranged Support March 13, 2012 14:58

  You should edit your Invoice template and remove the TaxAmount/name individual variables, and replace them with either a data row, or multiple data columns.

  You can then select Taxes or TaxesWithValue as the data type, and put in the name/rate/amount variables from there. If you use a "taxes with value" data type, Studiometry will only show the tax if it has an amount other than 0.00 added to the current invoice/report.

  1. Select and delete the old tax amount variables:

  

  2. To add a data row of taxes, click the New Data Row toolbar icon (you can also use data columns if you'd like):

  

  3. Select the new data row and move it into position, then in the item properties select Taxes or Taxes with Value:

  

  4. Click the "Edit Data Row" button to lay out the individual variables within the row. Add a TaxName and TaxAmount variable and position/format them to match your template.

  

   

  That's it! Hope this helps!

• 0
  
  Stéphane Bergeron March 13, 2012 16:27

  It sure did! That worked perfectly! Never would have thought to go at it this way though but I was in kind of a hurry yesterday and maybe didn't grasp the documentation as well as I might have otherwise.

   

  Thank you very much!

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  Studio element December 11, 2012 18:12

  Hi,

  We tried to do what you explained but it doesn't work for us. The Data Row stays in grey even if we edit the Data Row as we want. What's the problem? 

  Thanks!

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  Oranged Support December 14, 2012 05:17

  Hi Studio Element, please open a support ticket here so that we can get some more information from you to see what's going on. Thank you!

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  Cathroy December 01, 2013 17:57

  I have the same exact problem as Stéphane Bergeron for Canadian Taxes.

  I need to display the GST and PST separately. They are calculated correctly, but when I had the 2 different taxname variable in the datarow, it only show the PST taxe amount 2 times, but not the GST on my invoice. Can you help? Thank you!

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  Oranged Support December 01, 2013 18:40

  @Cathroy, can you please open a support ticket and attach your template file to it. Export your template by going to the Preferences Window > Templates section, selecting the template, and clicking Export. You can open an new ticket at: https://oranged.zendesk.com/anonymous_requests/new

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  Rob Sherrard - Imageer December 01, 2013 18:42

  In your setup of the Data Row, it appears you have entered the variables <TaxName> and <TaxAmount> twice, one under the other. Only one entry of each variable is required. A Data Row will list each possibility for a variable without a double entry. It's likely that the second row of variables in your Data Row box is masking the second tax which would be displayed by the first pair of variables. Try deleting the second pair of variables in your Data Row box and see if that corrects your issue.

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  Cathroy December 01, 2013 21:38

  Hi Rob,

  I tried to do what you said Rob, but it still doesn't list my other tax, either below or next to it.Thanks tho.

   

  I will send you my request Oranged.

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  Rob Sherrard - Imageer December 01, 2013 23:03

  The other thing you might check is if the size you've allocated for the Data Row box is large enough to show all the data it wants to display.

  To test I created a new invoice which contained only a Data Row box at the default size, and placed the <TaxName> and <TaxAmount> variables in it. The two taxes in my system displayed in the test invoice, but the default line spacing between the two tax items was large (about triple spaced). You may need to adjust the space allocation to get them to show.

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  Oranged Support December 01, 2013 23:13

  On the template you've provided, the Minimum Row Height for the data row is set to 50, which means that at minimum each row will be 50px high. The height of the entire Data Row area is only 53, so it will only fit one data row. To fix this, select the data row area and press edit data row, then under min row height, change that to something around 20-24 and press Set. You'll see that there won't be extra white space below the variables for the row.

  Next click done, and then select File Menu > Save to ensure that the changes are saved to the template. This should fix the issue, as it is working here for us.

• 0
  
  Cathroy December 03, 2013 03:03

  Thank you so much! I am on my way, it seems to be working. I need to clean it up, but so far so good.

• 0
  
  Rob January 25, 2014 22:46

  Thanks for this. I was just having the same problem re: listing different Tax rates. Works perfectly.

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  Grey February 28, 2014 14:44

  I think I follow all of this about showing different tax types for each row in an invoice, but how do you then show the totals for each tax type? I'm new to Studiometry, so I may be missing something. Do data rows have a totals feature perhaps? I'm not seeing anything other than TaxAmount for the total tax when using data columns. Or are there functions (like "sum") that can be used in a custom variable?

  Cheers,

  Grey

• 0
  
  Oranged Support February 28, 2014 18:09

  If you want to show individual taxes, and then the total of all taxes in a row, you could do something like:

  1. Create a new Data Row area, and select Row Type: Combo Data Row

  2. Under Combo Order, add Taxes with Value Item Row Area (or Tax Item Row Area if you'd like to display all taxes even if they have zero value), and secondly add a Custom 1 Row Area.

  3. Double-click Taxes with Value Item Row Area, and then click the New Variable toolbar button, and add TaxName, and click the new variable button again and add TaxAmount. This is what will be shown for all of the individual tax types. Click Done when you're done laying that out.

  4. Now make sure your Combo Data Row area is select and then double click the "Custom 1 Row Area" added to the combo order before.

  5. Click new variable, and then select Tax Amount. This will show the tax total for the entire invoice. You can also add a label via a New Text item, and label it "Tax Total" etc. Click done here.

   

  You now have a row area that will list out all tax subtotals on the invoice based on tax type, and then show the total taxes for the invoice below. Just make sure the row area is large enough to fit your data when generating the invoice.

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  Grey March 03, 2014 11:30

  That did the trick. Thanks! I actually ended up not using the combo box, though. I don't need an overall total of taxes, just the individual totals by type.