Sales Tax Rate Check at Customer Invoicing
To ensure accuracy in customer invoices, e-manage|ONE automatically checks for any changes to the Sales Tax Rate associated with the End User (install location) company record at the time of invoicing.
How It Works:
When you select New Invoice in the Customer Invoices module, e-manage|ONE will compare the current tax rate on the End User with the tax rate set when the order was processed.
If an Admin has downloaded a new tax rate or manually updated the tax rate since the order was processed, a prompt will appear:
"Update Invoice Tax Rate" – asking if you’d like to replace the invoice’s tax rate with the most up-to-date rate.
Choose one of the following options:
Yes – Updates the invoice with the new tax rate.
No – Leaves the tax rate as originally set.
Reminder: Always verify that the correct tax rate is applied before finalizing the invoice to ensure compliance with the latest tax regulations.
