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Voiding Planet Tax-Free Applied to a Sales Order

Introduction​

This topic explains how to void a tax-free benefit that has been applied to a sales order. The voiding process ensures compliance with tax regulations.

Voiding Scenarios​

Voiding a tax-free sales order is necessary in the following scenarios:

  • Error in Tax-Free application, for example, incorrect customer information or incorrect eligibility criteria.
  • When there is a change in the order details that invalidates the tax-free claim.

Steps to Apply Void to a Tax-Free Applied Sales Order​

  1. Go to TAX FREE.

  2. Click Void to cancel the applied tax-free.

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  3. Click Yes on the Alert to generate the credit note.

    image-20260204-142629.png

Example: A sample Planet tax free credit note is shown below for reference.

TF_Credit_Note_page_1.png