Marking Customers Tax Exempt

If you have customers who qualify as tax exempt, you can mark them as such to help save time and avoid mistakes whenever you bill these customers. 

In this article we will walk through the steps to mark a customer as tax exempt.

Before You Start

How to Mark Customer as Tax Exempt

To mark a customer tax exempt, follow these steps:

  1. Search for your customermceclip0.png
  2. Click to View Customermceclip1.png
  3. Click the Edit Customer Detailsmceclip0.png
  4. Scroll down to Billingmceclip1.png
  5. Select the Tax Exempt option from the Default Tax Code dropdown
  6. Enter in your Exemption Detailsmceclip2.png
  7. Scroll down and Save


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