01

Invoice

Apply an exemption on an open invoice and watch the tax line clear.

InvoiceLive, try it
Acme Supply Co.
Bill to: Acme Industrial LLC
Invoice #INV-44821
Issued 2026-06-15
Due 2026-07-15
DescriptionUnitQtyUnit priceAmount
Hex bolts, grade 8 (1/2")case12$84.00$1,008.00
Industrial epoxy adhesiveunit8$142.50$1,140.00
Steel shelving unit, 72"unit5$318.00$1,590.00
Safety gloves, nitrilebox20$27.00$540.00
Subtotal$4,278.00
Sales tax (8.25%)$352.94
Total due$4,630.94
XMPT
02

Checkout

Exemption resolved inside the purchase flow, with no redirect.

Procurement cartLive, try it
supply.acme-procurement.com/cart
Shopping cart · 4 items
▦
Hex bolts, grade 8 (1/2")
12 case · $84.00 each
$1,008.00
▦
Industrial epoxy adhesive
8 unit · $142.50 each
$1,140.00
▦
Steel shelving unit, 72"
5 unit · $318.00 each
$1,590.00
▦
Safety gloves, nitrile
20 box · $27.00 each
$540.00
Order summary
Subtotal$4,278.00
Estimated tax$352.94
Order total$4,630.94
XMPT
03

Cart

Exempt status settled before the buyer reaches payment.

Cart · 4 itemsLive, try it
AAcme Supply
Cart · 4 items
Your cart
▦
Hex bolts, grade 8 (1/2")
12 case · $84.00
$1,008.00
▦
Industrial epoxy adhesive
8 unit · $142.50
$1,140.00
▦
Steel shelving unit, 72"
5 unit · $318.00
$1,590.00
▦
Safety gloves, nitrile
20 box · $27.00
$540.00
Subtotal$4,278.00
Sales tax (8.25%)$352.94
Total due$4,630.94
Powered by XMPT
04

Email

The certificate request that completes itself.

EmailLive, try it
Your invoice INV-44821 is ready
Acme Supply <billing@acme-supply.com> · to ap@acme-industrial.com

Hi Acme team,

Your invoice INV-44821 for $4,630.94 is ready and due July 15. You can view and pay it online at any time.

If your business is tax-exempt, you can apply your certificate before paying:

XMPT

Thanks,
Acme Supply Billing

05

Help page

Buyers self-serve the certificate they need.

help.acme-supply.com/how-to/tax-exemptionLive, try it
help.acme-supply.com/how-to/tax-exemption
How to apply a tax exemption to your order

If your business is tax-exempt, you can add your certificate to any order in about a minute. You only need to do this once, and it applies to future orders automatically.

Steps
  1. Open the order you want to make exempt.
  2. Select and confirm the pre-filled details.
  3. Approve. The tax is removed and the certificate is documented on your account.
Tip: once your certificate is on file, every future order applies it for you.
06

Customer service app

Your agent resolves it inside the ticket.

BuildRight · CS AppLive, try it
BBuildRight
Store #214 · Austin
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