tax exempt customer tax code changes on invoice

Jan 18, 2007 2 Replies
T

very confusing :)



Hello all!



I have a client who has the following situation:



Entered a new customer- a church - but, per company rules, entered the organization as taxable until they received an excemption certificate. Created a sales order which has been invoiced.



Received the exemption certificate and edited the customer, changing the exempt code to to a taxable code.



Went directly to the invoice screen, entered the customer id and the tax code is still the same as it was before being changed.



Are we missing a step somewhere?



Thanks,



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L

Peachtree has the nasty habit of "remembering" the last used value. So the first invoice after the change will use the old value. Create the invoice and manually change the tax code. Future invoices *should* use the new info.

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T

Nope - no fix ;(

I created a new invoice using that customer, changed the tax code, saved the invoice, tried a new invoice, still using the old tax code. I exited the program and tried another new invoice for the same response.

This one has me stumped :)

Laura wrote:

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