Managing customer records accurately is important for invoicing, communication, and reporting. This guide shows you how to make a customer gst/tax free in Workshop Software so your customer information stays up to date.
You are able to select a customer to be GST/Tax free for all invoices processed against them regardless of your other GST/Tax settings within Workshop Software. 1. Search for the customer by typing their name in the main search bar in Workshop Software, located at the top of the page. Then click on the correct search result.
2. Towards the bottom of the screen, below the Preferred Method of Contact and Markup fields, switch the GST FREE toggle so that it displays Yes. Scroll to the bottom of the page and click on the green ‘Save’ button, located on the bottom right hand corner of the page.
All invoices for the customer will now process with no GST/Tax.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- You can search for a customer by name, phone number, or email address using the search bar.
- This setting can be toggled on or off at any time. The change takes effect immediately once you click Save.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described above, check your current plan or contact the Workshop Software team.