The Pro Forma invoice in EventsAir does not come with tax by default. However, you can create our own copy of the Pro Forma invoice that includes it. The steps are outlined below.
1. Navigate to the Reporting panel.
2. On the left hand side, locate and select the Financial Reports section.
3. Scroll down until you see a report titled Pro Forma Invoice.
4. Select invoice and then choose Edit at the bottom right.
5. When prompted to copy the report, select Yes.
6. Click the newly created report and choose Edit.
7. This will bring up the report editor.
8. Locate and click Fields icon on the right hand side of this screen.
9. Click the arrows next to DataSource and TaxAmount to expand the selection.
10. Click and drag Value into the Detail band of the report.
11. Click and drag Value again into the group footer of the report.
12. Click the latest added label and click the properties icon on the right side panel
13. Check the Label Tasks section on the right and Ensure the values are as follows:
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Data Binding : DataSource - TaxAmount.Value
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Summary function: Sum
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Summary Running: Group
14. Save the report
16. Your Pro Forma invoice will now have tax information.