My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
-
Refund customer unapplied payment
Hello, Is it possible to refund a customer when they overpaid? We accidentally charged our customer sales tax when he's exempt so now I have to refund it back to him. The overage is sitting in u…2 -
Marketing Template
Hello, I'm having trouble saving my pdf file on to the marketing template I created. When I go to save it this is the message I get below snapshot. Any suggestions on how to convert the pdf file…1 -
Does anyone know how I can set up in the system to recognize if the customer should pay sales tax on
Have you searched to see if a similar question has already been posted and answered? Have you checked the FAQ and read the Community Posting Etiquette? What are you trying to accomplish or solve? Des…2 -
Sales Tax Liability by Tax Agency report builder
Does anyone know if it's possible to add a field for shipping cost to the Sales Tax Liability by Tax Agency report builder?4 -
sales tax sales report builder
Hello, I am trying to customize a sales tax sales report in report builder. One of the field I need to add is our customer names but I don't see that option in the fields. Could someone please h…2