tax exempt customer tax code changes on invoice

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Subject Author Date tax exempt customer tax code changes on invoice tlcg 01-18-2007  Re: tax exempt customer tax code changes on invoic... Laura 01-18-2007  Re: tax exempt customer tax code changes on invoic... tlcg 01-19-2007
Posted by tlcg on January 18, 2007, 6:18 am Please log in for more thread options very confusing :) Hello all! I have a client who has the following situation: Entered a new customer- a church - but, per company rules, entered the organization as taxable until they received an excemption certificate. Created a sales order which has been invoiced. Received the exemption certificate and edited the customer, changing the exempt code to to a taxable code. Went directly to the invoice screen, entered the customer id and the tax code is still the same as it was before being changed. Are we missing a step somewhere? Thanks, Posted by Laura on January 18, 2007, 7:56 am Please log in for more thread options > very confusing :) > > Hello all! > > I have a client who has the following situation: > > Entered a new customer- a church - but, per company rules, entered the > organization as taxable until they received an excemption certificate. > Created a sales order which has been invoiced. > > Received the exemption certificate and edited the customer, changing > the exempt code to to a taxable code. > > Went directly to the invoice screen, entered the customer id and the > tax code is still the same as it was before being changed. > > Are we missing a step somewhere? > > Thanks, Peachtree has the nasty habit of "remembering" the last used value. So the first invoice after the change will use the old value. Create the invoice and manually change the tax code. Future invoices *should* use the new info. Posted by tlcg on January 19, 2007, 8:12 am Please log in for more thread options Nope - no fix ;( I created a new invoice using that customer, changed the tax code, saved the invoice, tried a new invoice, still using the old tax code. I exited the program and tried another new invoice for the same response. This one has me stumped :) Laura wrote: > > very confusing :) > > > > Hello all! > > > > I have a client who has the following situation: > > > > Entered a new customer- a church - but, per company rules, entered the > > organization as taxable until they received an excemption certificate. > > Created a sales order which has been invoiced. > > > > Received the exemption certificate and edited the customer, changing > > the exempt code to to a taxable code. > > > > Went directly to the invoice screen, entered the customer id and the > > tax code is still the same as it was before being changed. > > > > Are we missing a step somewhere? > > > > Thanks, > > Peachtree has the nasty habit of "remembering" the last used value. So the > first invoice after the change will use the old value. Create the invoice > and manually change the tax code. Future invoices *should* use the new info. Similar Threads Posted priority code August 24, 2006, 4:48 pm errors in customer history window September 25, 2006, 2:59 pm Peachtree 2008 - Comments from a customer ........... September 13, 2007, 6:33 pm Zeroing customer credit balance February 8, 2008, 1:16 pm Customer Return + Credit Memo problem February 12, 2007, 2:26 am Peachtree customer data folders modification date changes un explainably August 1, 2006, 10:53 am Invoice Off Proposals April 18, 2007, 5:02 pm PT Invoice Do Not Print Zero Items May 3, 2007, 3:35 pm Deleting an old purchase invoice January 13, 2009, 11:45 pm editing invoice Peachtree 2006 November 7, 2007, 3:06 pm