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If you want to allow some of your customers to have In-House Credit Accounts, you can do so in the eTailPet system. This article shows you how to set that up and manage those accounts. Take a look!

Pet Quote

⚠️Please Note: Invoicing and payment for house credit is typically NOT done through eTailPet POS. However, as a work around, you can do the following: Create a Private Product called Payment on Account or something similar. Set it up with a Price Type of Variable, then in the New Sale page you can add that item, set the Price to what the customer owes, and they can pay that way however they want. Then you can Verify the balance as paid, as described below. If you need help setting this up, contact Support using the information at the bottom of this article.

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Configure Tax Exemption for a Customer

Here is how to set a customer to be tax-exempt:

1. In the main system menu on the left, click on Customers.
2. Find the Customer you want using the Search field, or scroll through your list and pages.
3. Click on the customer's Name. The Customer's Details page will open for you.
   
4. On the Customer Info tab (which loads by default), scroll down about half way, find the Is Tax-Exempt setting, and click in the checkbox.
5. After completing any other adjustments needed, scroll to the bottom of the page; in the bottom right, click on the Save button to save your changes.

The customer will now be tax-exempt for in-store purchases. 

Related Topics

Customers Overview

Customers in New Sale

Create a New Customer in the Admin

Customer Reports

Frequently Asked Questions

Q: How do I enable tax for a customer that no longer has tax exemption?

A: Open the customer's profile, go to the Customer Info tab, un-check the "Is Tax Exempt" box, and click Save. The customer will no longer be exempt from tax on future in-store purchases.

Q: Does marking a customer as tax exempt affect their online orders too?

A: No. The "Is Tax Exempt" setting only applies to in-store sales and does not change tax calculation for online or e-commerce orders.

Q: What happens if I leave "Is Tax Exempt" unchecked?

A: The customer will continue to be charged tax on in-store purchases according to your standard tax settings.

Q: Can I find all of my tax-exempt customers later on?

A: Yes. From the Customer List page, use the "Is Tax Exempt" filter and select Yes to view only tax-exempt customers.

Q: I have a question, but I can't find my answer here. How do I get more assistance?

A: You can ask any question at the number listed here. Contact our support team at (323) 370-0738 for the U.S. and (888) 370-2363 for Canada.