It walks you through the process of setting up the workflow and configuring the markup/margin options.
1. Click on the gear (wheel) icon in the top right corner
2. Select "Workflow" from the dropdown menu
3. Click on "Invoices" in the left menu
4. Expand "INVOICES CREATION"
5. Click on "Edit" on the first row
6. Click this dropdown to select between Margin or Markup
7. After choosing your default Markup/Margin, enter your number into the next field. If you're not sure how the Markup/Margin will impact the final cost of your invoice, don't worry!
The formula for Margin is [[price / (1-margin/100)]]
As an example, if your invoice has a total price of $1000 and a 20% margin, then the calculation would be 1000/.80, which would equal $1,250.
8. By selecting this checkbox "Show to client" you're allowing your Clients to view your Vendor Markup/Margin. If you keep it unchecked your Clients will not be able to view your Markup/Margin
9. Click "SAVE"
10. In your final step turn this switch on for the Invoices to automatically add Markup/Margin on all your Vendor Invoices
