WorkWave

Support Center

How Do I Add Sales Tax to My Existing Agreements?

Last Updated: Sep 13, 2017 03:02PM EDT
Users who started with Lead Management before 8/31/2017 did not have the ability to add sales tax to their agreements. To add sales tax to agreement templates created before 8/31, follow the steps below.

We do recommend that before you begin modifying the HTML template of your agreement that you create a backup of what you currently have. You can do so starting at Step 4. It would also be best to modify agreement templates during non-business hours in order to minimize any impact on your sales team.

1. Click Menu > Settings > Lookup Tables.

 


 
2. In the WorkWave Marketing Tables section, click "Agreement Templates." 
 


3. Click the pencil icon to edit the agreement you'd like to add sales tax to.
 


 
4. Click the "Edit" button in the Template HTML Section.
 


 
4. This is the point at which we recommend you create a backup. Select all of the text in the template, copy it, and paste it into Notepad, TextEdit, or Word. 

Go to the Section titled "Locations and services". This will most commonly be row 129, but can vary if you've made other edits to the template.

 


5. Starting from there, select down until row 215, or the start of the next section.
 


 
6. Press the Delete key on your keyboard.

7. In the now blank row 129 (or closest row, depending on any other customizations you may have), paste the following:


 <!-- Locations and services --------------------------------------------------------------------------------------------------------------------->
            {{#ServiceLocations}}
            <div style="font-weight: bold; padding: 10px 0;">
                Service Location: {{Street1}}, {{City}}, {{State}}, {{Zip}}
            </div>
            <table class="items">
                <thead>
                    <tr>
                        <th style="text-align: left;">Item</th>
                        <th>Qty</th>
                        <th>Freq</th>
                        {{#ShowInitial}}<th>Initial</th>{{/ShowInitial}}
                        {{#ShowRecurring}}<th>Recurring</th>{{/ShowRecurring}}
                        {{#ShowTax}}<th>Sales Tax</th>{{/ShowTax}}
                        <th>Total</th>
                    </tr>
                </thead>

                {{#IncludedItems}}
                <tr style="text-align: right;">
                    <td style="text-align: left;">{{Name}}</td>
                    <td>{{Quantity}}</td>
                    <td>{{Frequency}}</td>
                    {{#../ShowInitial}}
                    <td>
                        {{InitialPriceDiscounted_Formatted}}
                        {{#ShowInitialDiscount}}<div class="caption">({{InitialDiscount_Formatted}} Savings)</div>{{/ShowInitialDiscount}}
                    </td>
                    {{/../ShowInitial}}
                    {{#../ShowRecurring}}
                    <td>
                        {{RecurringPriceDiscounted_Formatted}}
                        {{#ShowRecurringDiscount}}<div class="caption">({{RecurringDiscount_Formatted}} Savings)</div>{{/ShowRecurringDiscount}}
                    </td>
                    {{/../ShowRecurring}}
                    {{#../ShowTax}}
                    <td>
                        {{TaxTotal_Formatted}}
                        <div class="caption">({{TaxRate_Formatted}})</div>
                    </td>
                    {{/../ShowTax}}
                    <td>
                        {{ExtendedTotal_Formatted}}
                        {{#ShowExtendedDiscount}}<div class="caption">({{ExtendedDiscount_Formatted}} Savings)</div>{{/ShowExtendedDiscount}}
                    </td>
                </tr>
                {{/IncludedItems}}

                {{#../ShowLocationTotals}}
                <tfoot>
                    <tr>
                        <th colspan="3">Location Totals</th>
                        <th>
                            {{InitialTotal_Formatted}}
                            {{#ShowInitialDiscount}}<div class="caption">({{InitialTotalDiscount_Formatted}} Savings)</div>{{/ShowInitialDiscount}}
                        </th>
                        <th>
                            {{RecurringTotal_Formatted}}
                            {{#ShowRecurringDiscount}}<div class="caption">({{RecurringTotalDiscount_Formatted}} Savings)</div>{{/ShowRecurringDiscount}}
                        </th>
                        {{#../ShowTax}}
                        <th>
                            {{TaxTotal_Formatted}}
                            <div class="caption">({{TaxRate_Formatted}})</div>
                        </th>
                        {{/../ShowTax}}
                        <th>
                            {{ExtendedTotal_Formatted}}
                            {{#ShowExtendedDiscount}}<div class="caption">({{ExtendedDiscount_Formatted}} Savings)</div>{{/ShowExtendedDiscount}}
                        </th>
                    </tr>
                </tfoot>
                {{/../ShowLocationTotals}}
            </table>
            {{/ServiceLocations}}

            <table class="items-total">
                {{#ShowInitialTotal}}
                <tr>
                    <td>Initial Amount</td>
                    <td>
                        {{InitialTotal_Formatted}}
                        {{#ShowInitialDiscount}}<span class="caption">({{InitialTotalDiscount_Formatted}} Savings)</span>{{/ShowInitialDiscount}}
                    </td>
                </tr>
                {{/ShowInitialTotal}}
                {{#ShowTax}}
                <tr>
                    <td>Sales Tax</td>
                    <td>
                        {{TaxTotal_Formatted}} <span class="caption">({{TaxRate_Formatted}})</span>
                    </td>
                </tr>
                {{/ShowTax}}
                <tr>
                    <td>First Year Total</td>
                    <td>
                        {{ExtendedTotal_Formatted}}
                        {{#ShowExtendedDiscount}}<span class="caption">({{ExtendedDiscount_Formatted}} Savings)</span>{{/ShowExtendedDiscount}}
                    </td>
                </tr>
                {{#ShowSubsequentTotal}}
                <tr>
                    <td>Subsequent Year Total</td>
                    <td>
                        {{SubsequentTotal_Formatted}}
                        {{#ShowSubsequentDiscount}}<span class="caption">({{SubsequentDiscount_Formatted}} Savings)</span>{{/ShowSubsequentDiscount}}
                    </td>
                </tr>
                {{/ShowSubsequentTotal}}
            </table>


8. Click "Save."
 


9. Your agreements will now have sales tax on them.
 

Contact Us

http://assets3.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete