What caused the taxable subtotal to be off?

Problem

The taxable subtotal on the invoice is incorrect. This issue is due to a task, not being marked as taxable. Additionally, discounts applied to the invoice affected the subtotal because the tasks allowed discount codes and membership discounts.

Solution

Resolve the discrepancy in the taxable subtotal on the invoice.

Check and update task tax settings

1. Go to the invoice by using the link provided or searching for the invoice number in ServiceTitan.

2. Find the task on the invoice.

3. Open the task details to view its settings.

4. Check if the Taxable setting is disabled. If it is, enable it to make the task taxable.

5. Save the changes to the task settings.

Adjust discounts

1. Review the tasks on the invoice.

2. Check their settings in pricebook for Allow Discounts Codes and Allow Membership Discounts.

3. If discounts should not apply to these tasks, disable these settings in pricebook.

4. Save your changes.

Re-add task to onvoice

1. Remove the task from the invoice.

2. Re-add the task to the invoice with the updated settings.

3. Check the invoice subtotal to ensure it now includes the correct taxable amount.

Recalculate discounts

1. If discounts were incorrectly applied, recalculate them based on the new task settings.

2. Apply the correct discounts to the invoice.

3. Review the invoice subtotal and taxable amount to ensure accuracy.