Error
How can this happen?
An item in this batch is marked as non-taxable, and your Tax exempt compliance level is set to "Halt Batch"
Setting this to "Halt Batch" applies to items that are not marked as "Taxable" in ConnectWise. This is a very strict compliance that all items must have the "Taxable" flag set. Read more about it here: Wise-Sync Company Settings (ConnectWise)
Solution
Depending on your preference, there are multiple ways to resolve this:
Solution 1: Mark the Product as "Taxable"
- In the ConnectWise invoice, click on Products
- Lookup the product you're going to update, then put a mark on the tickbox
- Click the Actions dropdown button
- Click on the Update Taxable Flag
- Select Yes
- Save
- Re-sync the invoice
Solution 2: Set the invoice to "Tax Exempt"
Tax will still calculate, but at 0% (since Tax Exempt is 0% tax). This way, the entire invoice will be exempt from tax regardless whether the products are taxable or not.
Solution 3: Retain the setting and add the product/s to the "Non Taxable Items" list under your Company settings:
This is applicable if you want to keep the restriction as is, but keep the product/s exempted from Sales Tax. Here's how to do it:
- In your Wise-Sync Company settings, click Tax Codes
- Under the "Tax exempt compliance level" option, click the Non Taxable Items button
- Enter the ConnectWise ProductID that you want to be tax-exempt.
- Click Add Item Mapping
- Save
Solution 4: Set your Tax Compliance to "Warning"
Note: If you set this to "None", a normal successful sync message will display instead. Meaning, you will not be notified if there are any products that have misconfigured tax settings. Here's how to do it:
- In your Wise-Sync Company settings, click Tax Codes
- Under the "Tax exempt compliance level" option, select Warning on the dropdown
- Save