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Invoices - Update to include VAT/Sales Tax

You have changed your customer's sales tax/VAT status within their Customer entry, existing Sales Orders will need to be updated via Update Customer Fields to pull through updated information

Go into the Invoice that requires to be updated
From the HOME PAGE,  go to ORDERS and search in CUSTOMER for your client
You will notice a red warning for Update next to the Customer name

In the below example, the invoice is missing VAT but the Customer record has been updated to have VAT applied:

Open the invoice. The RED ! means that the VAT status has been updated in CUSTOMER RECORD. Click on UPDATE
Hover over the red warning to view pop up message explaining the warning, click [Update] to pull through updated Customer information
The VAT status has now been updated

The red UPDATE warning is no longer showing.

Sales Tax now appears on the invoice - click on SAVE AND CLOSE
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Sales Orders

Sales Orders 36
Consignment Sales Orders 6
Bulk Updates and Imports 7
Proformas 7
Delivery Notes 6
Invoices 9
Return Authorisation 6
Credit Notes 6

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