We are doing a decent amount of catering with local schools. Many of the schools are repeat customers and we are invoicing them each time catering is delivered. Does Square have a way to mark a particular customer as tax exempt so that every transaction automatically takes the tax off of each item. Doing this manually creates a lot of opportunities for mistakes, especially when you have to remove the tax from each individual item every single time rather than the invoice as a whole. There has to be a better way to do this.
This is definitely a Feature Request we see from time to time, and something we're happy to continue to iterate to our Product Team. Many Sellers would find it convenient and time-saving to be able to have a specific rule applied to a Customer's profile.
If you are using Invoices, it may be that duplicating previously used Invoices for that customer and edit them before sending as a work around.
You can also set up recurring invoices if you know these are consistent orders, and that will help control the chance of error.
Looks like this was discussed almost 4 years ago. Any update on this being implemented?
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