Create a Taxable Marketing Opportunity
7 steps
|
21 seconds
1
Navigate to Brokerage Engine
2
Click on the "Invoices" tab
3
Click on "Marketing & Services" option in the dropdown
4
The Action button should be clicked on the Marketing Opportunity that is to be made taxable
5
Check the Taxable checkbox so the marketing opportunity will have taxes automatically applied in the Total Due section.
6
Click "Save"
7
Below is what the agent will see when they order a marketing opportunity that is taxable.
NOTE! A screenshot of a sample invoice with tax added is shown below.
