Tax laws vary by location. If you need to make a medical patient exempt from taxes in Flowhub, do the following.

Note: Remember this setting is only available for medical customers/patients.

How to Add Tax Exemption to a New Customer Profile

  1. Select "New Profile" in the lower-left corner of Flowhub Cashier.

  2. Select "Med Customer" if given the option.

  3. Enter all the required information. Near the bottom, select "Additional Info."

  4. Scroll to the bottom, where you'll see the "Tax Exempt" check box. Check it.

  5. Scroll back up and select "Save" to save the customer's profile.

How to Add Tax Exemption to a Current Customer Profile

  1. Search for the medical profile in the "Find By Name" search box.

  2. Select and check in the customer.

  3. You can choose "Edit Profile" under their name.

  4. Or you can select the customer, and once in their cart, choose "Edit Profile" in the top navigation menu.

  5. Scroll to the bottom, where you'll see the "Tax Exempt" check box. Check it.

  6. Select "Update."

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