Change tax rate and disable tax for items when creating invoice

Change tax rate and disable tax for items when creating invoice

  1. When the tax section in the Customer Details is Non-Taxable, no tax will be applied on the invoice. The items added will reflect Non-Taxable.
  2. When the tax section in the Customer Details is Taxable, the items added will reflect the same tax rate as in the customer details. If you need to change the tax rate applied on one or more items, then click the item > Tax > choose between Tax rates > Save.
  3. To disable tax for an item, click the item > Tax > choose Non-Taxable > provide an Exemption Reason > Save.
 
The items on which the tax rates are changed, will reflect the modified tax rates and other items will reflect the tax rates in the customer details. Thus, two or more tax rates may be applied on an invoice.