
You can collect tax on your services and products by setting up tax rates in your facility settings. Follow these steps to configure tax rates:
Go to Settings, and under Payments, select Taxes and Fees
For Taxes, click the "Add tax rate" button
Enter in a name and percentage for the tax rate.
Optional: If you need to add your Tax ID to receipts, input your Tax ID here
Hit "Save" and the rate will now be saved on your facility.
Once you've created a tax rate, you need to apply it to specific services or products:
Go to the Service Page for the item you want to apply tax to (e.g., rentals, lessons, memberships).
Scroll to Advanced Settings and find the "Collect tax" toggle.
Enable the toggle and select the tax rate you created.
Click "Save" to confirm your changes.
Now, when customers purchase this service, the system will automatically apply the selected tax rate.
💡 Tip: Repeat these steps for each service or product that requires tax collection.

You can add custom fees to services or products at your facility, such as processing fees, technology fees, or any other fees that is payable by customers.
Go to Settings, and under Payments, select Taxes and Fees
For Custom Fees, click the "Add Fee" button
Enter in a name and percentage for the tax rate.
Hit "Save" and the rate will now be saved on your facility.

Once you've created a custom fee, you need to enable it for each specific service or product you'd like to collect the fee for:
Go to the Service Page for the item you want to collect the fee (e.g., rentals, lessons, memberships).
Scroll to Advanced Settings and expand this section
Find the "Collect custom fee" toggle and enable it
Select the Custom Fee that you had created
Click "Save" to confirm your changes.

Now, when customers purchase this service, the system will automatically apply the selected custom fee.
💡 Tip: Repeat these steps for each service or product that you would like to collect the custom fee.
To edit an existing custom fee, simply expand the fee you're looking to edit and update the name or amount as needed. Once you hit Save, all future transactions will reflect the updated fee.
To delete a particular custom fee, click on the trash icon next to the fee.
Remember, deleting a custom fee will not affect past transactions, so your past reports will remain accurate.