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How do I create a tax-free charity class?

Creating a tax-free class

Leah Cullins avatar
Written by Leah Cullins
Updated over a month ago

To create a tax-free class, you must enter it as a product with a SKU. Start by going to Products > New Product.

Fill out the Title and Description, select "Default" for the Product Type, and click Create Product.

Insert a SKU and Barcode, or leave them blank to let the system automatically generate them.

Add a Price for the class and choose whether you want to Track Inventory. Entering an inventory number ensures the product cannot be oversold.

Next, decide if the Price and Status should:

  • Be the same across all locations (Select All Locations), or

  • Vary by location (Select Locations).

For customers purchasing the charity class, you will need to manually add a complimentary credit to their account.

To find all charity classes sold:

  • Go to the Orders - NEW report.

  • Filter by the desired date range.

  • Export the report and filter by Product Name.

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