Removing Tax From An Invoice

Task/Problem Overview

There may be some instances where an order has already been invoiced, and you need to remove the tax from the invoice.

Removing Tax from an Invoice

The first thing you will need to do is locate the invoice. You can do this in a couple ways. You can search for the order and open it. On the Status Tab and double-click on the invoice to open and view the invoice.

You can also find an invoice by going to Accounting > Accounting Manager > Invoicing and using the filters search for the invoice.

From either view, double-click to open the invoice.

Select the ‘Un-Invoice’ button. You will receive the following message:

Select Yes.

Now within the invoice screen select the Open Order button to go back into the order.

On the History tab of the order select, ‘Unlock Order’

Next, go to the Summary tab and choose the Tax-Exempt Tax Code.

Once you’ve made your selection, verify the tax has been removed and select ‘Save’

Next, go back to the Status tab, and double-click on the Shipper.

Once in the Shipper select ‘Invoice’

From the Invoice Summary, you can see that there is no longer a Tax line listed on the invoice.