If you need to process a transaction for a customer who is tax-exempt, the following process will allow you to do this.
1) Set the customer on the transaction. See the Related Article for further guidance.
2) Click the Edit customer information button:
3) On the Edit Customer Details screen, click View Customer Card.
4) This will open the customer record in the Cloud POS Back Office. Tick the box for Tax Exempt:
5) Click Save.
6) Return to the Point of Sale and clear the customer from the transaction. This step is important, otherwise Cloud POS will not recognise the changes to the customer's account.
7) Now set the customer on the transaction again. You will then see the following message. Click OK to proceed.
Any items in the transaction will now have the tax removed. Similarly, whenever this customer is set in future, tax will be removed from the transaction.
You can view the tax associated with any item line by clicking the drop-down arrow on the left:
