Customer - Service Charge Exempt

Article Content:

This article shows you how to use the functionality to mark both a Tab in the Register and a Customer Profile as Service Charge Exempt.

Step-by-Step:

Step 1: Navigate to the Customer module along the top row. Then search for the customer/member, and select to open their profile.

Step 2: Under the General tab, select Settings. Then you will toggle on/off Service Charge Exempt. Click Save.

You will also have the option in the register to check the box to make the transaction Service Charge Exempt.

• Related Articles

• Adding A New Customer

  Article Contents: - This article summarizes how to add a new customer from Tee Sheet, Register, and Customer Tab. Step- By- Step:- A: -Adding a new customer through Tee-Sheet. Step 1:- Click on the "Tee Sheet' Tab from the header of the window. Step ...

• Customers/Members - Customer File Upload

  Article Contents: This article covers ability to upload multiple file formats to a customer's or member's profile. Step-by-Step: Step 1: Click on the “Customer” tab from the top navigation bar. Step 2: Select "Customers/Member" from the left row of ...

• Understanding The Customer Module - Video

  Article Contents: In this video, we will provide an overview of the Customer Module:

• Customers - Search/Add/View Customer Profiles

  Article Contents: This article contains steps on how to search for, add, and view customer profiles. Step-By-Step: The customer information tab contains information on existing customers and can be used to add, edit or delete a customer. Step 1: ...

• Customers - Link Customer Class to Customer.

  Article Contents: This article contains step-by-step instructions on how to link a Customer class to a Customer. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu, then click on Customers in the left-hand menu. Step ...