If you’re invoicing a tax-exempt customer, Maroo allows you to exclude taxes—as long as you’re on the Business or Custom plan and use an Itemized Invoice.
📌Itemized Invoices are available only on the Business and Custom plans. If you’re on the Starter plan, you won’t see the option to create itemized invoices or adjust tax settings.
Use an Itemized Invoice
When creating an invoice for a tax-exempt customer:
Click Create invoice
Select Itemized Invoice
Add your line items
Locate the tax option and leave the tax amount at $0.00
Review and click Create invoice
By leaving the tax option unchecked, the invoice will be marked as non-taxable.
📌 Quick Invoices use default tax settings and don’t support tax exemptions. For tax-exempt customers, always use an Itemized Invoice.
If you need help upgrading your plan or creating an itemized invoice, our support team is happy to help. Contact us at [email protected].