How is the VAT/Tax rate set on a Sales Invoice Line Item?

Zumzum Financials Knowledge Base

    How is the VAT/Tax rate set on a Sales Invoice line item?

    Description:

    When you create a Sales Invoice and add  a Sales Invoice line item, the VAT/Tax rate is set automatically.  This currently done by finding the Tax Rate in your system that has the flag “Default”

    Resolution:

    To be able to set a VAT/Tax rate on the Sales Invoice line item by customer, you would need to configure the system with the following settings:

    1. Add a value to the customer account for the “Tax Rate” field .

    If not Tax Rate is found on the customer record, then the Tax Rate that is marked as default in the system will be used.

    in Sales