Making a customer tax-exempt - Pontiac St Market

Making a customer tax-exempt - Pontiac St Market


  1. In the till, open the customer search menu

  1. Click create a new customer, or search for an existing one and click edit customer.

  1. Create the customer as normal, but additionally assign the customer the exemption matrix "Tax exempt customer" and add the customer to the "Tax exempt customer" customer group

  1. Add or save the customer information as normal, and transactions for this customer will be set as tax exempt

 

Note: This will set all items on all transactions as tax exempt for this customer. If a customer needs only certain finelines exempted or needs to have certain transactions have tax included, they will need to have a second customer account, or contact support for other potential solutions.

 


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