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When adjusting a customer invoice where tax is the only portion that remains, changing the taxable option from "yes" to "no" shows incorrect data on the sales and use tax report. On the sales and use tax report it shows a credit in the taxable amount column, but nothing in the non-taxable amount column. If this report were to be trusted it would appear that the invoice was voided, when the only portion that was cleared was tax. The billing amount should move from taxable to non-taxable. The sales and use tax report appears that we have invoiced less than the actual numbers during a time period due to this issue. It is very frustrating when we rely on this report when reporting our sales tax to the different states in which we operate. We should not have to run other reports to determine the accuracy of this report, but currently that is our only option, as this is a misleading report.
Danielle Fahnle
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
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Would like to be able to adjust a short paid invoice or an overpaid invoice from Customers. Many of our invoices have $.25 or increments and Customers like to round down or up which causes us to create either Credit Memos or Debit Memos. It would be great to have an easier way to make these type of adjustments.