Designate customers as tax exempt
We need to be able to assign customers as tax exempt and include an expiration date. This would automatically remove tax from any of their orders. If a customer was designated as tax exempt but is close to expiring or already expired, a pop-up should come up so we can let the customer know we need a new certificate of tax exemption.
Pell Farm Nursery
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Danae Brandjord
commented
We have multiple customers that are tax exempt and some that receive an automatic discount with each purchase. Other than putting it in as a NOTE in the customer information, there is no way to designate these as options for these customers and they are often forgotten. This seems like a very easy thing to do. We just need to be able to mark certain customers to automatically apply tax-exemption and/or a specific discount each time we enter a transaction. If it needs to be manually removed, that is much easier than remembering to manually add it EVERY time we ring up a purchase for them. My very outdated last point of sale had this feature, seems like a no-brainer.