Douglas2468
Level 3

Adding a line item percentage to an invoice

I'd like to be able to add a percentage charge to an item list in QBO. The feature worked awesome in Desktop, but everything I've read in the forums and instructions I tried without success. 

 

I went to the gear icon:

Then to lists

Products & services and then new, and service

Named the item

Provided the description

In the Sale price/rate entered 5%, and assigned to the appropriate income account

Save & close

 

Next step is on the actual invoice, I go to the Product/service pull down and locate my item.

The item shows up wiht the correct numbers, and voila - it adds 5 cents to the invoice. (not what I intended)

 

This is a critical piece for me that was available in desktop; we pass along a fuel surcharge when gas prices exceed $5.00 per gallon, and with this last attempt failing, I needed to manually calculate each invoice (over 200) to add the surcharge. (Desktop did the whole thing.)

 

Any suggestions would be super apprecaited - Thanks!