Point of Sale - Payment - Taxes

Introduction:

In this guide, we will walk you through the process of generating taxes and applying them to orders using our intuitive tool.

Streamline the process of creating and applying taxes to orders with our user-friendly tool. Simplify tax management and elevate your business operations.

Table of Content

Steps to Create and Apply Taxes
How to apply and remove tax on orders

Steps to Create and Apply Taxes

Effortlessly generate taxes and apply them to orders with the following steps:

Step 1: Access Order Settings: Navigate to your new order screen and either tap the drop-down arrow labeled (a) or slide down the settings bar labeled (b).



Step 2: Tap on Payments



Step 3: Select Taxes from the left-hand navbar. Here, you can either update existing taxes or add new ones.



Step 4: Tap Add



Step 5: Enter details (*= Mandatory Field)

a. Tax Name * - This field requires you to input the name or label for the tax, providing a clear identifier for the specific tax being created.

b. Tax Amount* - Here, you enter the numerical value representing the tax rate or amount to be applied, ensuring accurate calculation of taxes on orders.

c. Tax Type - Currently, the system supports exclusive tax, which means the tax is applied only to the taxable portion of the total amount.

d. Select which order type the new tax will be applied to - This allows you to designate the specific order types to which the newly created tax will be applied, ensuring targeted application based on the nature of the orders.

e. You can also apply the tax on a specific product by clicking on apply to the product. - This feature enables you to apply the tax selectively to specific products rather than to all items universally, providing flexibility in tax application based on product categories or individual items.

Step 6: Tap Save once completed



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How to apply and remove tax on orders

Step 7: To apply tax on orders, select the "No Tax" button.



Step 8: Re-tap the "No Sale" button. A confirmation window will appear to select Yes or No to proceed with applying no tax.




Conclusion:

By following these steps, you can easily generate and apply taxes to orders, enhancing your overall business efficiency.

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Updated on: 04/05/2024