Enter your idea

I second what both Dennis and Jennifer have mentioned below. We need the fucntionality to be able to use auto tax on both repeating invoices and on quotes. Without having it on quotes, we run the risk of sales staff feeling eager to get a quote out and inputting the incorrect sales tax on a quote, which then has to be adjusted and results in confusion with the client.

Jennifer,
That is one reason I opened this.

The others are that I have to make sure that I have the correct taxing not only for repeating invoices but also for my quotes. It takes so much more time that having to use the AutoTax feature. It is such a great feature when used but it feels like it was poorly implemented meaning only partially done. If they could add this to both repeating invoices and quotes it would be such a time saver. I would assume it should take only a small amount of programming to link it to these areas.

While the auto tax feature is nice, there's certainly limitations, which makes using it complicated. When auto tax is activated, the repeating invoices that move to draft etc should have the auto tax feature already featured. Shouldn't have to change each invoice from manual tax to auto tax.

This is especially tedious when subscription-based clients are using the repeating invoice feature. Hundreds of invoices are being put to drafts for some clients.