Hi Lily - You have gotten closest to my question, but not quite. I have non-tax and taxable sales specific to each customer. When I set up one of my non-tax customers I did not check or assign the Non-Taxable cue (I must have done this for other customers) and each time I invoice this particular customer I have to use the drop down menu to the right of the amount to change it to Non-Taxable.

I want to know how to change my customer's profile so that every sale is Non-Taxable. They are 501c3 - Non Profit, not taxable (and yes, I have their Tax Exempt Form on file). Thank you!