Setting a Margin for Quotes & Invoices
Margin: Sales minus costs of goods sold, so it is the percentage difference between the selling price and the profit.
Markup: Percentage difference between the actual cost and the selling price.
Step 1: Navigate to Accounts and select Quotes

Step 2: Select Quote you wish to set and update all Markups

Step 3: Select the Margin

Step 4: Change Margin


The Markup and Margin percentage should be updated and invoice changed.