Start a new topic

Removing Sales Tax

 How do you remove sales tax from an invoice once the customer provides a tax exempt certificate?

When I click on the Tax area, it does not let me change anything. This customer is listed as a Tax Exempt client, however it still is charging them on the invoice. 

How do you remove just the PST and leave the GST?

Hi there! Thanks for visiting the CoreBridge Support Forum!

It's actually pretty easy to remove sales tax from an invoice! Here's a quick guide:

  1. Navigate to the Order View of the invoice in question.
  2. On the left-hand side, under the Order Totals section, you'll see a button for "Tax" in green. Click on that.
  3. You should see a check box for Make Tax Exempt: Yes / No. Click the circle for Yes.
  4. Enter the necessary tax form information to make the order tax exempt and remove Sales tax from the invoice total. 
Please let me know if you have any other questions!

I tried to make it tax exempt but the yes is not allowing me to

I am doing a test quote for acrylic. It will have 2 colors of vinyl (50% of each color). How do I do that?

i'ts not allowing me to do that

it allows me to do that before the job is completed, but it's not allowing me to do that after i invoice him.

Login or Signup to post a comment