Customer Specific Tax Exempt Status

To enter a customer's tax exempt status, locate the CUSTOMER CENTER:

• From the Back Office - Main Menu on Left > Customers > Customer Center

• From the Front POS - Menu on Top Left > More Options > Customer Center 

                       

• Create a new customer or locate an existing customer:
  • If it is a new customer, start typing in the field for the FIRST NAME, enter in as much information as you would like - First, Last, Business, address, phone, etc.,.
  • If it is an existing customer you will search for the customer, when customer is located, select the customer so that their information is displayed on the left side of the screen.
• Once the desired customer's account is created or located, click on the ACCOUNT tab.
• Select the radial button next to TAX EXEMPT. 
• Select an EXPIRATION DATE if applicable.
• Enter customer's TAX EXEMPT ID.
• When complete, click SAVE.