How to Exclude GST from a Customer Rate Card Code

As a Finance user, you may need to exclude GST from the customer rate card code when calculating invoices. This process ensures that GST is not applied to specific customer transactions. Follow the instructions below to make the necessary adjustments.

Steps to Exclude GST:

1. Navigate to the Finance Section:

   • Log in to the portal.
   • Go to the Finance section from the main menu.

2. Access Customer Rate:

   • Click on Customer Rate to view the list of customer rate card codes.

3. Select the Customer:

   • Find and click on the customer for whom you want to exclude GST.

4. Edit the Rate Code:

   • Locate the rate code 
   • Click on the blue Edit (pencil icon) next to the rate code to modify it.

5. Apply Changes:

   • Tick the checkbox to exclude GST as required.

6. Save the Changes:

   • Ensure you save any modifications made to the rate code.

If you have any questions or need additional support, please reach out to our customer service team by emailing at support@bustle.com.au