Skip to main content

What is the ‘All’ Setting in my Billing Detail ‘Apply to Billing Detail’ List For?

Wren Gray
Updated

In your Billing Widget, while adding a Billing Detail, you will find an option in the ‘Apply to Billing Detail’ menu to select ‘All’. This is a special option for niche or rare use cases, and should be used sparingly. If you're not sure if this option should be selected, we highly recommend referring to this article or reaching out to our support team first.

When should ‘All’ be used?

The option for ‘All’ should only be used if for a one-time, single-use tax or fee, and in the case of percentages, be applied to the entire subtotal. Minimizing the use of this setting will keep your reports much more organized and easier to reconcile.

What happens if I use ‘All’?

Using ‘All’ under ‘Apply to Billing Detail’ does the following:

  • When the ‘Amount’ field for this Billing Detail is a percentage, the percentage will be applied to the entire subtotal. This means you cannot control which Picklist Items or Menu Item Categories have this Billing Detail applied; it is applied to ‘All’ items and categories.
  • Reports that pull Billing Details will apply this amount to the ‘Other Totals’ column for all instances of its use. If ‘All’ was used on more than one set of documents for an event, the total is summed, making it difficult to reconcile for tax and accounting purposes.
  • Your other billing details are not accounted for. If you select ‘All’ instead of ‘Sales Tax’, Sales Tax may not be applied correctly.

If you find that your billing details are not calculating as expected, we suggest checking for this first! To do this, follow these steps:

For Events:

  1. Open the Docs tab of your Event and click ‘Contract and Event Order Template’.
  2. Scroll down to the Billing Widget and locate the Billing Detail in question.
  3. Click the three-dot button; the settings menu will open.
  4. If ‘Apply to Billing Detail’ is set to ‘All’, change it to the correct billing detail.
  5. Save your changes by clicking ‘Update’ at the bottom left.

For Bookings:

  1. Open the Booking Docs tab of your Event and click ‘Booking and Event Order Template’.
  2. Be sure you are on the ‘Bookings’ tab. Scroll down to the Billing Widget and locate the Billing Detail in question.
  3. Click the three-dot button; the settings menu will open.
  4. If ‘Apply to Billing Detail’ is set to ‘All’, change it to the correct billing detail.
  5. Save your changes by clicking ‘Update’ at the bottom left.

If your billing detail is still not calculating correctly, please feel free to reach out to the support team for further assistance. We’ll be happy to help!