A customer was charged sales tax on an invoice from a previous month, but they just came back with an exemption certificate. So, the tax needs to be credited back. You would like to credit the tax back only, without having to reinvoice the customer
- Create a new Credit Memo for the customer
- Select the AVATAX-SalesTaxAdjust item and enter the amount to credit back.
- This will be strictly tax. No other items should be in this credit memo.