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Sales Tax differs between Sales Order and Invoice

edited Jun 2, 2025 2:25PM in Ask A Guru 2 comments

Per our business model, customer pays at the time the sales order is finalized. Sales Tax is calculated at the time the sales order is created/edit/saved. At a later point-in-time the order is fulfilled (shipped) and then invoiced. The tax requirement for the customer at the time of order could be different at invoice (aka, tax holiday, changes to tax by state,etc). What needs to be done for the sales tax on the invoice to match the sales tax on the sales order? Do i need to build a workflow or script to set the invoice

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