Use customer templates for tax

Article07/06/20231 min read

Tax setup can be included in customer templates. This will reduce the amount of work related to the customer registration.

  1. Open the relevant customer template, and then choose the Taxes action.
  2. Fill in the fields on the lines as necessary. Hover over a field to read a short description.
  3. Choose the Tax Classifications action.
  4. Fill in the fields on the lines as necessary. Hover over a field to read a short description.

See also

Register New Customers