We delivered an invoice to a customer that we thought was taxable, but the routeman discovered that they were actually tax-exempt. How do we fix the invoice?
If the invoice has not yet been closed, you can change the “TAX/N)” field in the customer master to N and then transfer the invoice to the same day/route it was originally worked. This will change the tax code in the invoice file, and remove the tax lines on the invoice. (If this doesnt work for you, please call us for a FREE upgrade!) But what about customers who have been taxed on several invoices, but who now tell you they want a credit for all of that tax? First, check the customer master to make sure it currently IS being taxed. Then run a special invoice for a credit on the total sales (excluding tax) since you installed the customer. Go back into the customer master and change to tax code to NON-taxable. Now bring the invoice back up and charge out the same sales amount you credited originally. Youll be left with a credit invoice for just the tax, which you can give to the customer like any other credit!
Related Questions
- We delivered an invoice to a customer that we thought was taxable, but the routeman discovered that they were actually tax-exempt. How do we fix the invoice?
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