CLERK | How To Make A Matter VAT Exempt

Modified on Fri, 27 Mar at 8:47 PM

  1. Navigate to the  Matter creation screen.

  2. This can either be when converting an Opportunity to a Matter or Editing an existing Matter.  

  3. Scroll down to the Billing details section. 

  4. Tick box the field titled "VAT Exempt"

  5. This will change the VAT% from 20% to 0. 

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