How do I make a Customer Exempt of VAT?

Summary

This article explains how to setup a customer to be exempt of V.A.T. when invoicing.

Configuring the Account

To Setup a customer to be exempt of V.A.T. you will need to go to: "Sales Ledger" -> "Customer File Maintenace" -> "Add or Edit Customers". Search for the Customer. Once the desired customer has been found click [Edit] and go to the Invoicing tab.

• You MUST enter in the customers' 'V.A.T. registration number' on the "V.A.T. reg. No.:".
• Now on the "V.A.T. rate:" you will need to select '3-Exempt'.
• Press <Esc>
• Click [Accept] to save the changes.

Everything that this customer purchases from you in the future will be charged without V.A.T. You must also include the customers V.A.T. registration number when invoicing out from the system. This can be added as a free text item or to the header or footer information of the print record by following this article.

See Also

• How do I Find a Customer?
• Do I have to remember all these Account Codes?
• Selling Stock at Point of Sale
• Selling a Vehicle
• How do I Invoice a Workshop Job
• How do I add Header and/or Footer text to a Platinum Document?

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Keywords AND Misspellings

No-VAT, Customer, Exempt, V.A.T., Rate, VAT,