Tax Exempt - Pastel Invoicing

[KimH]

After invoicing an overseas client I noticed that on the invoice under Tax Exempt is a 'N' - the default tax code for this client is 03 (Exempt 0%) - does this 'N' stand for NO and if so what settings must I change to correct this?

Thanks in advance.

[Neville Bailey]

Good question, Kim - first time I've had it!

I haven't tested it, but try this:

In the Customer record, go to the Processing tab and, under "Default Tax", change the setting to "Force tax type" and then, under "Tax Code", select "03 - Exempt".

Hopefully this will change the "N" to "Y" on the invoice.

Let me know the outcome!

[KimH]

Hi Neville,

I have tried setting to 'default tax' and 'force tax type' and the persistent 'N' remains.

[Martinco]

Well Kim,

I suggest some tippex on the screen and invoice ! ( Just kidding )

[KimH]

LOL!! Best advice I've had all day

[Neville Bailey]

The simplest other solution is to remove the offending data fields in Forms Designer.

[Martinco]

Kim,
Neville's advice is good........what I did was to make a special "export invoice" with the needed/not needed fields and save it as a optional form that you use only for export customers and leave the normal form for local customers.

[KimH]

Thanks guys - I will remove the offending data fields completely.