coreFORCE - Contacts: How do I make a customer tax exempt?
coreFORCE Advanced and Enterprise Only
To create a custom field, go to System > Custom Fields > Custom Field Builder.
Click Add.
Enter the following for the new custom field (see screenshot):
Custom Field Code: TAX_EXEMPT_ID
Description: Tax Exempt ID
Custom Field Type: Contacts
Form Label: Tax Exempt ID
Field Type: Simple Text Field
Click Save.
Once this is done, you will see the new custom field on the Custom tab of the contact record. Any value that you enter in that field will make the customer tax-exempt at checkout.
To create a custom field, go to System > Custom Fields > Custom Field Builder.
Click Add.
Enter the following for the new custom field (see screenshot):
Custom Field Code: TAX_EXEMPT_ID
Description: Tax Exempt ID
Custom Field Type: Contacts
Form Label: Tax Exempt ID
Field Type: Simple Text Field
Click Save.
Once this is done, you will see the new custom field on the Custom tab of the contact record. Any value that you enter in that field will make the customer tax-exempt at checkout.
Updated on: 07/07/2024
Thank you!