All Collections
Invoicing
Invoice Settings
Easily Create Tax Free Invoices for Tax Exempt Clients!
Easily Create Tax Free Invoices for Tax Exempt Clients!

Here are the steps to creating easy to repeat tax free invoices.

Lisa Lamothe avatar
Written by Lisa Lamothe
Updated over a week ago

Start by creating a new office:

  • Select Account in the main dropdown menu.

  • On the Offices tab click the green "+ Add Office" button.

  • Input the relevant office details and click Save!

Designate the new office as Tax Exempt:

  • Go to your Account > Offices page.

  • Click "Edit Invoice Defaults" next to the office you want to update.

  • Ensure "Include tax" is NOT selected.
    โ€‹

  • Finally, click "Update Invoice Defaults" to save your changes.

Assign new orders from tax exempt clients to a new office:

  • Within the order details page, to the right, click on the office specified as the "Office for Invoice" under the "Report Requirements" area (this will always default to the Primary Office in your account settings).

  • Select the new office profile you created in the drop down list, and click the green checkmark to save:



Assign new orders from tax exempt clients when manually creating orders:

On the new order form in Anow under the "Office" field, you can select the tax exempt office profile:


โ€‹Now when you GENERATE A PDF INVOICE for the order, no tax will be included!

Did this answer your question?