Topic
Today we will show how to navigate to customer specific tax settings.
Instructions
To get started:
- First head to your 'Customers' page > then select the customer you want to update tax settings for(See image below for reference).
- Then from here scroll down and click '+Financial info, Delivery methods, Custom info, Fax, Audit' > then under this you will find 'Tax' you can then update their tax setting to inclusive, exclusive or no tax.
Additional Information
For info on how to make a customer see here: How to Create Customers on Tradify Web
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