Remove Tax from an Invoice if the Tax Area is Grayed Out

Problem

You are unable to edit the tax field to remove tax from an invoice.

Solution

1. Search for and go to the invoice.

2. On the invoice record, click Update invoice details.

3. Edit the tax field to 0.00.

4. Click Save.

If the Tax field is grayed out and you are unable to edit it:

1. Post the original invoice.

2. Create an adjustment invoice.

3. On the adjustment invoice, add a service.

4. Select a service item from your pricebook (such as a miscellaneous or adjustment service item), set the quantity to -1, and set the price to the tax amount you want to remove.

   Note: If you do not have a service item for this purpose, create one in your pricebook before you continue.

5. Save the adjustment invoice.

6. The tax will now be removed from the original invoice balance.