When entering a Sales Receipt it is not populating the saved VAT rate for the account

We understand how important it is for the VAT rate to auto-populate when creating a Sales Receipt, as it saves you time and eliminates the need for manual entry, @Woburn. Let's ensure that the products or services have a VAT rate included in their details.

Please note that if products or services are linked to an account with a 20% VAT rate, but their details have an empty VAT field, the VAT rate will not automatically populate on the Sales Receipt.

Here's how to check if the products or services have a VAT rate on their details:

1. Go to Sales, then click Product & services.
2. Locate the specific item, then select Edit.
   
   
3. Scroll down to the VAT section to check if a 20% VAT is included.
   

If the VAT is not assigned, please select the 20% VAT rate from the dropdown. After this, the VAT rate will automatically appear in the sales receipt when you use that specific item.

I suggest using the Audit log if you’re certain that a VAT rate was included in the specific item when it was created. You can filter it by the date you noticed the VAT was not populating to check if another user made changes to the item's details.

However, if the item already has a VAT rate in its details, I recommend contacting our Live Support team. They have the necessary tools to securely review your account and determine why the VAT rate is not auto-populating in the sales receipt. They can also advise you on the next steps to resolve this issue.

Feel free to use the Reply button if you need further assistance. The Community team is always here to support you.