Mass Update Tax by Customer

You can set up which taxes apply specifically to which customers to include or exclude particular customers from one or more of your tax options. 

 

1. Login to the system, and then access the Setup menu.

 

2. Overview of the Setup menu:

new_tax_exemption_method.jpg

     Step 1: Select the Stores tab.

     Step 2: Select the Store that contains the customers.

     Step 3: Select the General tab in the bottom half of the screen.

     Step 4: Select the More option to select tax's by customer.

 

3. Select the Customer Taxable option.

more_tax_settings_for_customer_tax.JPG

 

4. Overview of the customer taxable menu:

customer_taxable_for_tax1.JPG

     Step 1: On the left-hand side you can individually select which customers the tax will be applied to by simply clicking the checkbox beside the corresponding customer.

     Step 2: The Select All, Check Selected, and Uncheck Selected options will allow you to first click and drag you mouse to select multiple customers at once and then select those customers in multiple quantities at once using the given options.

     Step 3: Select Save to complete the changes made for tax by customers.

 

Article written with AmberPOS version 4.14.05.05

 

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