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Where can I edit the tax rules on an invoice?

by
Dylan Timberlake
February 22, 2021

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  1. From a sales order, make your way to the buttons in the upper right.
  2. You will see a two-pan balance scale icon there.
  3. From there you can edit the tax rules that are being used on the sales order by clicking "Edit".
  4. Now, you can change the "Exemption" and "Use" columns".
  5. Make sure you click "Save" after editing.
  6. Lastly, you can either click "Save to customer" to save the tax rules to the customer or "Close" to only apply the tax rules to the sales order.
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