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QuickTip: Managing Tax Exempt Customers in FireFly POS

Posted by Duessa Holscher

Wed, Apr 25, 2012 @ 12:45 PM

Many restaurants work closely with tax-exempt customers such as schools or churches to provide catering for special events or school lunches.   The FireFly point-of-sale system will remind you when a customer is tax-exempt.  Here's how to use this feature: 

1.  When setting up the customer, click on the "MORE" button and check the "Tax Exempt" box. You can also enter an identification # if needed. 

Non tax ID

2.  Now, each time you select that customer to place an order, you'll be asked if you want to make the sale a non-tax sale:

non tax alert

3.  If you pick YES, the sale will be a non-tax sale and details will be reported on your tax report:

non tax sale details

That's all there is to it!   An easy way to improve customer service for these key account.

Topics: POS, FireFly POS, QuickTip