Product Updates

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📢 New Feature – Mark Customers as Tax Exempt
08 Sep 2025 by Admin
  • Desktop App
  • Announcement
  • New Feature

📢 New Feature – Mark Customers as Tax Exempt

We’ve added a highly requested option to simplify your billing process!
You can now mark a customer as Tax Exempt directly in their profile.

Benefits:

  • Automatically excludes tax from estimates, invoices, and work orders

  • Save time by not adjusting taxes manually

  • Ensure accurate billing for tax-exempt customers

This feature is live—just open a customer profile and set them as Tax Exempt to get started.

TaxExempt