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.

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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. This will open a menu with various payment-related settings.



Step 3: On the left-hand navbar tap on TAXES. From here you can either update the existing tax or add a new one



Step 4: Tap “Add”



Step 5: Enter details (*= Mandatory Field)



a. Tax Name - Enter the name of the tax (e.g., "Sales Tax").

b. Amount - Specify the tax rate as a percentage (e.g., 10.25%).

c. Type - Choose the tax type (e.g., Inclusive, Exclusive). Currently, the system supports exclusive tax, which means the tax is applied only to the taxable portion of the total amount.

d. Applicable To: Select the categories or products this tax will apply to.

e. Applicable Products: Specify individual products that the tax will apply to by clicking Choose if needed.

Once all details are filled in, the settings will be saved automatically.



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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: 10/18/2024