Can I charge tax when an exempt reseller buys something for personal use?
Yes, on an eligible draft sale use Charge tax on this order to override the customer's applicable exemption.
Check the destination, enter Why charge tax? when required, and save. Review the tax result before placing the order; the order-specific choice locks after Shopify placement.
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People also ask
From other topicsWhy is By weight greyed out when I add a charge?
By weight is unavailable because purchase orders do not record unit weights. Choose By value, By quantity or Manual instead.
A value split needs known vendor costs; a manual split needs all shares to add up to the charge. Check the allocation preview before saving.
Open its own pageFull guide: Add freight, duty and other costs to a purchase order
Can I charge duty to one option instead of the whole sofa?
Yes. In Add charge, choose Specific items or options and select the option the charge covers.
Review the allocation and Landed / unit before saving. Assigning a charge to a fabric option changes that option's cost without spreading it across the rest of the sofa.
Open its own pageFull guide: Add freight, duty and other costs to a purchase order
What should I do when a customer opens a chargeback?
Use Place legal hold to protect the order's signature evidence, then download the signed agreement and evidence from Signature history. Enter a reason when placing the hold.
OrderPilot does not detect card disputes automatically, so staff must place the hold themselves. Managing holds needs Export and hold signature records.
Open its own pageFull guide: Export, hold and retain signature records
Does Collect payment charge the customer's card?
No. Collect payment in the OrderPilot app records money already received, such as cash, a check or a bank transfer.
On a draft, recording full payment also creates the Shopify order. To charge through Shopify, send the customer a payment link or use Take Payment on Shopify POS.