Customer Success Portal

            Making a Customer Tax Exempt

            Here we show you how to adjust a customers record so they are tax exempt. This will keep tax from being charge on orders placed by the customer.

            • Select Customer from the left side menu
            • Select the Manage option
            • You can then search for a customer through Advanced Search or Quick Search options
            • Click the Pencil next to the customer record you would like to adjust to edit
            • Select Yes in the Tax Exempt drop down
            • Click Save

            Updated: 04 Jan 2019 07:54 AM
            Helpful?  
            Help us to make this article better
            0 0