Why Aren’t Customers Being Charged VAT?

This issue often arises due to an incorrectly configured profile in the customer record. To resolve it, follow these steps:

1. Access the Customer Record:

   • Navigate to Marketing > View Customer Prospect.
   • Search for the specific customer and open their record.

2. Check the Relevant Profile:

   • If the issue pertains to a workshop job, go to the Service Profile.
   • If it’s related to a parts invoice, go to the Parts/Retail Profile.

3. Verify VAT Settings:

   • Within the profile, look for the VAT Free option.
   • If this option is ticked, untick it to ensure VAT is applied to future transactions.

4. Save Changes:

   • Once the changes are made, save the updated profile to apply the corrections.