Updates: VAT rates & Changes to Pricing

Please be aware that the below updates will be live on the eva crm system effective as of the above date.  Please refresh your screen (Ctrl F5) to ensure your system is up to date.

Most contract types are set up at standard 20% VAT & will default to this for any invoices raised.

If you are advised that VAT should be at another rate, you can amend this on the advanced view within the payments section when setting up the pricing. Choose the relevant rate, add notes as to why and save as normal. The amended VAT rate will become the default rate for all invoices on that contract.

This change should only be made on the advice of a manager or member of the finance team.

Please note that contract pricing will now be locked when a lead outcome has been moved to SOLD status.  This can only be overridden by system administrators.  For any increases/ decreases to price please raise a VOC.

Please do not hesitate to contact support should you have any queries.