How Can a Customer Pay As Tax Exempt?

Instructions for a Customer Already Registered In the System

(If the customer is not registered, please scroll down to "Instructions for Non-Registered Customers)

  1. Login to your account manager.
  2. Click Customers link in the top black bar.

 3. Click a letter (i.e. W) or search for your customer's name (i.e. Walters).

4. Click on the Customer Name link on the left side.
5. On the next page, you will be presented with the customer's information, total sales, and a list of their previous orders.

6. To make the customer Tax Exempt, click on the green button Make tax exempt.

7. You receive a green confirmation message and the button will now say "Make non-exempt", meaning the customer is Tax exempt.

Instructions for a Non-Registered Customer

If you wish to create an account for the customer, rather than have them create one directly through your online ordering, follow the steps outlined below.

  1. Login to your account manager.
  2. Click Customers link in the top black bar.

3. Click the Create New Customer button (near the mid top left)

3. Enter their information in the boxes provided, as seen below. NOTE: Please add a dot or period to the "Cross Street" or actual cross street information so the system will not give you an error when you save.

If you plan to invoice the customer (outside of our system) or allow them to pay with a house account, scroll down to the bottom of the page and locate Can pay with house account.

4.  If you want to allow this, then check the box, and click Save This Information.  Otherwise, leave the "house account" box un-checked and click Save this Information.

5. The system will provide a successful green message box and auto-create a temporary password that you will need to copy & paste to give to your customer. See the image below:

Next: Edit the Custom Details to Mark as Tax Exempt

6. Next click "Customer Details" as shown in the image below. This will hopefully bring up the details for the customer you just created. If it doesn't, then go ahead and search or find that customer and click to Edit their Details.

7.To make the customer Tax Exempt, click on the green button Make tax exempt

8. You will receive a green confirmation message and the button will now say "Make non-exempt", meaning the customer is Tax exempt.