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Removing Sales Tax after payment made

We just had a customer let us know they are tax exempt after they fully paid for their project via credit.  As such, the invoice is completely closed out, but we are still in the same month, so we have not paid our monthly sales tax to the state yet.


How do we remove the sales tax from a closed invoice?


Thanks!

1 Comment

Hi Sean,


Thank you for visiting CoreBridge Forum!


Once the Invoice has been in Completed/Closed status, the tax status cannot be changed. At this point, all you need to do is to move the Order in question from Completed status back to WIP Status by clicking the Edit Order in Order View Page.

 

This will void the current order and create an exact copy of it. On the new Order in the WIP status, you can make the tax-exempt by clicking the TAX button from the Order View, select Make Order Tax Exempt YES and hit the Update button.


You may also want to check out this guide for Editing a Completed or Closed Order


Please let me know if you have any other questions.


Thanks,


Jonelen


Customer Support









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