Create a Tax Exempt Invoice

Invoices

If a customer qualifies for any type of retail sales tax exemption, use these steps.

How to Create a Tax Exempt Invoice

If you have already Added the Customer to the Invoice

1. From the Invoice Line Item screen, locate and click the Tax Exempt # field (upper right).
   
   

2. The New or Modify Tax 1 Exemption Number dialog appears.
   
   

3. Enter the Exception Number.and click OK.
   
   FrameReady adjusts the Invoice's tax calculation.

4. Optionally, open the Contacts file and switch to the Terms tab. Add an Expiry Date; adjust the Status field to indicate if the certificate is pending, on file, etc.

If you are Selling to a New Customer

1. Create a New Invoice.

2. Click the New Customer sidebar button.

3. In the New Contact Information window, enter the exemption number into the appropriate Tax Exempt # field.

4. Fill out other fields as needed. Click Done.

5. Add your Work Orders or Products as usual to the Invoice.
   
   FrameReady excludes tax on the Invoice.

6. You may require the Expiry date and Status field; switch to the Contact file > Terms tab and add them.

Tip: Alternatively, you can enter the Tax Exemption number on the Contact's record OR directly on an Work Order.

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