Knowledgebase: Orders
Handling wedding sales with deferred sales tax
Posted by Diane Jessup, Last modified by on 08 September 2011 06:35 PM

My recommendation would be to create an Order with no Products, just Payments from the client. This order will be left with a negative balance, indicating a credit.

Also create an Order based on the date of the delivery (the Wedding date) with the Product(s) on it. You will  have 2 orders.

Then, when you are ready to deliver (the Wedding date), the original Payment can be Applied to the Order with the Product(s). You will use the Apply button on the Payment tab, select the order to Apply the money to from the pop up list and select Apply.

Doing this will put the sales taxes on the Order of delivery.

On Orders with only Payments, the money is placed into Other Income; once you Apply the payment it will then be treated as Receipts and properly taxed.


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