How to only display and not charge tax on invoices
This article will show you how to display the tax amount on invoices but not consider them in the total.
This feature is available in the Customer Master and can be set for each individual customer as required. To get started, go to Masters - Customers - Click on a customer - Edit - Scroll to the section called ‘Applicable taxes’ - click on ‘Not to be charged’.
When an invoice is created the taxes would be calculated and visible at the bottom left hand side of the
invoice description.
You also have the ability to manually remove taxes that are 'not to be charged' at the invoice level. Select ‘edit Invoice’ and scroll to the same bottom left-hand side mentioned above, and delete the specific taxes.
If you are making this change due to the GST notification No. 22/2019 dated 30th September 2019, you might also want to add a custom terms and conditions text for the invoices of these
customers.
You can do this by adding the ‘terms & conditions’ in the customer master.
Note: When the Customer Master level terms and conditions are used, in this case ‘terms & conditions’ set in the company profile would not be considered and displayed on the invoice.
To add special ‘terms & conditions’ for a particular customer, go to Masters - Customers - Click on the
Customer name - Click on Edit - Scroll to the section called ‘Terms & Conditions’ and enter the text as required.
To add terms and conditions for all customers in one go take a look at this article - How to use Company profile to add bank account and Invoice T&C
This feature is available in the Customer Master and can be set for each individual customer as required. To get started, go to Masters - Customers - Click on a customer - Edit - Scroll to the section called ‘Applicable taxes’ - click on ‘Not to be charged’.
When an invoice is created the taxes would be calculated and visible at the bottom left hand side of the
invoice description.
You also have the ability to manually remove taxes that are 'not to be charged' at the invoice level. Select ‘edit Invoice’ and scroll to the same bottom left-hand side mentioned above, and delete the specific taxes.
If you are making this change due to the GST notification No. 22/2019 dated 30th September 2019, you might also want to add a custom terms and conditions text for the invoices of these
customers.
You can do this by adding the ‘terms & conditions’ in the customer master.
Note: When the Customer Master level terms and conditions are used, in this case ‘terms & conditions’ set in the company profile would not be considered and displayed on the invoice.
To add special ‘terms & conditions’ for a particular customer, go to Masters - Customers - Click on the
Customer name - Click on Edit - Scroll to the section called ‘Terms & Conditions’ and enter the text as required.
To add terms and conditions for all customers in one go take a look at this article - How to use Company profile to add bank account and Invoice T&C
Updated on: 15/09/2020
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