Exempt status not always carrying over to the order

jason hoffman shared this question 5 years ago
Answered

I went to new lead, started typing a customer's name Rob J... selected his name/company name which shows (Exempt) next to it. After adding the items and saving it, the tax is still there. Any idea why?


Lead ID 638031

Best Answer
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Most likely it is because you still have to select the exemption certificate. The exempt note means that he has certificates on that profile.

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1

Most likely it is because you still have to select the exemption certificate. The exempt note means that he has certificates on that profile.