If your shop works with organizations or individuals who qualify for tax exemption, you can add their information to your Contacts so tax is automatically removed when entering their orders in Lovingly POS.
Use the steps below to set up and manage tax exempt contacts.
Step 1. Open the Contact
In your Lovingly Account, go to Contacts.
Search for the customer or select Add Contact to create a new one.
Step 2. Enter Tax Exempt Details
Note: Any contact categorized as Person can also be marked as tax exempt.
When adding or editing the contact, look for the Tax Exempt section.
Enter the Organization Name associated with the exemption.
Enter the Tax Exempt Number provided by the organization or customer.
Confirm the contact information is correct, then select Save.
Step 3. Use the Tax Exempt Contact in Lovingly POS
Once the tax exempt contact is saved, you can use it when entering orders.
In Lovingly POS, start a new order.
In the Customer Name field, search for and select the tax exempt contact.
When the contact is selected, tax is automatically removed from the order total.
Important Notes
The contact must be added to your Contacts before their order is entered.
Tax is removed only when the order is linked to a tax exempt contact.
If tax does not drop off, confirm that the correct contact is selected and that the contact has a valid organization name and tax exempt number.
Need Help?
If you need assistance updating or verifying tax exempt information, the Lovingly Partner Success Team is here to help.