Remove/Delete or Modify Tax from Customer Invoice
- Stephanie Pepper (e-manage|ONE)
In some cases you will need to make adjustments to tax after an order has already been processed. There are different ways to make this adjustment and it really depends on how you want to enforce change management.
Adjustment in Order Entry Module
The simplest way would be to just modify in the Order Entry module. If you choose this method and you have already created an invoice you will need to delete the invoice and re-generate once the changes have been made. Ensure if you have already sent the Invoice to Quickbooks that you make the change in QB as well (you can delete in QB and re-push or make the change manually in Quickbooks).
To make the change in Order Entry just highlight the tax rate and make the necessary adjustment.
Keep in mind that if you take this route the Bill of Materials has still not been updated so you do take a risk of repeating the same mistake should you need to re-process the Order as it will re-process with that tax if it is not adjusted in the BOM.
Adjustment in BOM / Re-Process Order
This would be the most thorough change as you are going back to the source of the problem. We encourage this route as typically it would be kicked back to who created the quote to make the change and this ensures people are learning from their mistakes so ideally mistakes are made less and less going forward. To make the change in the BOM just highlight the tax rate and make adjustment. You can also use the Price By menu to make a bulk change if necessary. Once the change has been made in the BOM you can then Re-Process in Order Entry.
Important Reminders
Be sure to go back to the ultimate source of the problem - the Company Record - adjust the Tax Rate on the company record where necessary
If the tax rate needs to be updated completely it could be you either need to adjust the Tax Rate manually in the admin for that specific City/County/State or download Tax Rates for the State to keep everything up to date if you are on e-manage’s Tax Subscription plan. See the following two sections for additional details: