Change the Tax Rate on Invoice

Overview

This article explains how to change the tax rate on an existing invoice. It covers two scenarios: updating the tax code on an invoice that is already taxed, and making a previously exempt invoice taxable.

Getting Started

Before following either scenario below, complete these two steps from the customer's account:

1. Click Invoice History from the customer's account.
2. Find and highlight the invoice you need to edit.

Scenario 1 — Change the Tax Rate on an Already Taxed Invoice

Use these steps if the invoice is already set up as taxable and you need to apply a different tax code.

1. With the invoice highlighted, click the magnifying glass icon next to the Tax Code field.
2. Search for and select the new, correct tax code.
3. Click OK to save the change.

Scenario 2 — Make an Exempt Invoice Taxable

Use these steps if the invoice was marked as exempt or set to "Tax=NO" and needs to be made taxable.

1. Open the invoice that is currently marked as exempt or set to "Tax=NO."
   
   
   
2. Highlight the specific line item that needs to be taxed.
3. Change the line item's status from "Exempt" to Taxable.
   
   
   
4. Click OK to close the line item window.
5. Click OK again to save the changes to the invoice.
6. Click OK one more time to close the invoice.

⚠️ IMPORTANT

When making an exempt invoice taxable, you must click OK three separate times — once to close the line item window, once to save the invoice changes, and once to close the invoice. Skipping any of these steps may result in changes not being saved.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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