Your POS lets you complete transactions with clients on the spot. To do that accurately, you need the right totals including any taxes and discounts that apply. Here's how to set that up.
Adding Taxes to the Product
To attach taxes to a product, first create the tax inside the browser version of the CRM. Go to the Settings tab in the Payments section. If you need more help with that step, see the article "How to add Taxes Overview".
To add the tax to a product in the mobile app, click the apps menu, then head to the Products section.
Create a product by clicking the Plus sign, or edit an existing one by clicking on its name.
In Step 1 of the Product Builder, you'll see a drop-down menu to Add Tax.
Click it and any taxes you've created in the browser version will be available for selection. Select the ones you want, then click Done.
Then configure the tax settings.
Click Next twice, then click Update or Create Item.
Every time you add this product to the catalogue, the associated taxes will be applied to the total.
Applying a Discount and Viewing Taxes
When starting a sale from the Product Catalog, you can add a discount at the Review Payment stage. Tap the product you want to add.
Configure the product description, quantity, and price, and view the applicable taxes. Click Add to move to the next step.
Select another item from the list and repeat the process to add multiple items to the sale. Repeat as needed.
In the payment review window, you'll see a breakdown of the taxes applied to the order. You can also click Add Discount to reduce the cost for your customers.
Toggle the switch to set a percentage-based or fixed discount. Once adjusted, click Done.
You can now see the added discount and taxes with the final price.
Once you've added your taxes and discounts, complete the transaction as normal. No manual tax calculations or scribbled discount notes required, just clean, straightforward sales every time.