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Why the Invoice is Displaying Markup Percentage Inconsistently? - FAQ

Issue

Inconsistent display of markup percentage on invoices.

 

Cause

This issue typically occurs due to specific configuration settings related to how markup values are applied and whether users are allowed to modify them at the invoice level.

 

Solution

Understanding Quote Items

In ServiceBox, Quote Items act as a database where line items, default pricing, markup percentages, and tax levels are stored. When creating new quotes or pulling quote items into an invoice, the default markup is automatically applied unless settings allow it to be changed manually.

 

Prevent Users from Changing Default Markup

To lock default markup percentages and prevent user edits:

  1. Log in to your ServiceBox account.

  2. Click on Settings from the dropdown menu under your username.

  3. Go to the Quote Item Settings tab.

  4. Uncheck the box labeled “Allow Update of Unit Cost and Markup.”

This ensures the default markup remains fixed, even if a user attempts to edit it at the invoice level.

 

 

Setting or Updating Default Markup Percentages

To review or change the default markup:

  1. Log in to your ServiceBox account.

  2. Navigate to Settings > Quote Items.

 

 

You'll see a list of your saved items, each with a default markup (e.g., 25%).

To change:

  • Click the Edit button next to the line item you want to modify.

  • Enter your desired markup percentage (e.g., change from 25% to 0%).

  • Save your changes.

 


 

 

    Bulk Update Markups via Import/Export

    For large-scale updates:

    • Use the Export button to download all quote items.

    • Edit the markup percentages in bulk within the Excel file.

    • Use the Import function to upload your changes back into ServiceBox.

    This allows for efficient updates to all markup settings at once.


     

    Need Help?

    If you have questions or run into issues while managing markup settings, contact our support team at support@jobboxsoft.com — we're happy to assist.