In Heyquip: Orders > All Orders
If you need to take the taxes off of an order, this is the best way to go.
Steps
- Go to Orders > All Orders and open the order you'd like to credit the taxes on.
- Go to the item where you'd like to credit taxes.
- Click on Edit and scroll down to More Options.
- Unselect the taxes and click Save.
- Repeat these steps for each item in the order.
- If your order is not invoiced, you're done.
- If your order is invoiced, you'll see an adjustment in each line item. You can invoice the adjustments, then apply the credit to the account and apply the credit to the invoices needing a credit.
If you charged taxes by mistake, you can always void the order and start from scratch.
Good to know
- You can configure a customer as exempt from taxes in their customer account. Click the pencil beside their name and scroll down to Excluded Taxes. All orders starting from now on will be exempt.
- This page uses the same negative Ajustement mechanism already confirmed for the other credit scenarios. Correct an invoice.