Edit Tax in an Existing Order

In YoPrint, you may need to update or adjust the tax in an order due to customer exemptions, incorrect tax settings, or changes in billing details. Follow the steps below to edit tax in an existing Sales Order or Quote.

Edit tax in a quote or sales order

1. Open the Sales Order or Quote.

2 Go to Invoice and double-click the entry to open it.

3. In the dialog box, click Edit. Update the Tax field as necessary.

Example:

• Update the correct tax amount or percentage.
• Select Tax Exempt if applicable.

4. Click Save and Close, then Publish the order.