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Default Tax Code at the invoice line item level.

Last post 02-20-2014 2:22 PM by Tami. 1 replies.
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  • 02-19-2014 5:53 PM

    • Tami
    • Top 500 Contributor
    • Joined on 01-24-2014
    • Posts 13

    Default Tax Code at the invoice line item level.

    Reply Contact

    When I generate an invoice, the default tax code does not appear to come from the customer screen (where I've indicated whether the customer is taxable or non-taxable), but instead defaults to taxable for every line item.  I have to change them all to non-taxable.  How do I get the default on the invoice line item set to "non".

    Tami

    Dr. Vinyl

  • 02-20-2014 2:22 PM In reply to

    • Tami
    • Top 500 Contributor
    • Joined on 01-24-2014
    • Posts 13

    Re: Default Tax Code at the invoice line item level.

    Reply Contact

    Issue resolved.  CRM doesn't populate the tax code from information contained at the customer level, it populates it based on the tax code from the item list.  
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