I try to be proactive with staying in compliance in regards to charging customers tax and also reminding customers there reseller certificate is expiring, but have to manually track expiration dates. I'd like to suggest to Sage to add a field for the expiration date.
Customer Maint. - Exemption Box - Add on this screen.
Thank you!

by: Chelsey P. | over a year ago | Customer Mgment (CRM)