Custom Features: Difference between revisions

Line 185:

;How to add tax to services

:1. ~~You can set it~~ in ~~the settings of [[Custom_Features~~#~~Accept_Payments | Accept payments Custom Feature]]. Switch on the option~~ "~~Include tax to the prices~~"

:1. Add the necessary taxes options in Manage -> Taxes -> +

:~~2. Follow~~ the ~~link "Edit taxes" below~~ that ~~option~~.

:Choose the default one if necessary - it will be automatically set for each new sale item that you will create in the system.

[[File:~~Add taxes1~~.png | center]]

[[File:Creating_tax.png| border| center]]

:3. ~~Create all~~ tax ~~options~~ you need~~. You will~~ be ~~able~~ to select ~~which tax to apply to which service or set default tax~~.

:2. Navigate to Manage -> Services and select the tax option per each service.

[[File:~~Creating~~ tax.png | center]]

:If you have other items like [[Classes_custom_feature|Classes]], [[Packages_custom_feature|Packages]], [[Membership_custom_feature|Memberships]], [[Products_for_Sale_custom_feature|Products for sale]], [[Service_Add-Ons_custom_feature|Service add-ons]], [[Coupons_and_Gift_Cards_custom_feature|Gift cards]] and need taxes to be applied there as well please go to the corresponding management page and select from the pre-created taxes for each item.

[[File:Add tax to service.png | border| center]]

:4. ~~Go to Manage~~//~~Services and select~~ the tax ~~option~~ per service.

:3. In Custom features -> Accept payments -> Settings choose whether the tax amount should be added to the price that you have set per service(or other item) or it is already included by using the switcher Prices include tax.

[[File:~~Add~~ tax ~~to service~~.png | center]]

:If you enable the switcher it will mean that the amount that you have set per service is already with taxes.

:In case you disable the switcher the system will automatically add the selected tax percentage to the items prices

[[File:Prices include tax new.png|1200px|border|center]]

;Can I use other payment processor not listed in the Accept Payments Custom Feature?

In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a possibility of such an integration.

;[[Adjusting_client_invoices|How to customize the client invoices]]

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@@ Line 185: / Line 185: @@
 <br><br>
 ;How to add tax to services
-:1. You can set it in the settings of [[Custom_Features#Accept_Payments | Accept payments Custom Feature]]. Switch on the option "Include tax to the prices"
+:1. Add the necessary taxes options in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span>
-:2. Follow the link "Edit taxes" below that option.
+:Choose the default one if necessary - it will be automatically set for each new sale item that you will create in the system.
-[[File:Add taxes1.png | center]]
+[[File:Creating_tax.png| border| center]]
 <br><br>
-:3. Create all tax options you need. You will be able to select which tax to apply to which service or set default tax.
+:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> and select the tax option per each service.
-[[File:Creating tax.png | center]]
+:If you have other items like <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|Classes]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|Packages]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|Memberships]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products_for_Sale_custom_feature|Products for sale]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Add-Ons_custom_feature|Service add-ons]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|Gift cards]]</span> and need taxes to be applied there as well please go to the corresponding management page and select from the pre-created taxes for each item.
+[[File:Add tax to service.png | border| center]]
 <br><br>
-:4. Go to Manage//Services and select the tax option per service.
+:3. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> choose whether the tax amount should be added to the price that you have set per service(or other item) or it is already included by using the switcher <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Prices include tax.</span><br>
-[[File:Add tax to service.png | center]]
+:If you enable the switcher it will mean that the amount that you have set per service is already with taxes.<br>
+:In case you disable the switcher the system will automatically add the selected tax percentage to the items prices<br>
+[[File:Prices include tax new.png|1200px|border|center]]
 <br><br>
 ;Can I use other payment processor not listed in the Accept Payments Custom Feature?
 In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a  possibility of such an integration.
 <br><br>
+;[[Adjusting_client_invoices|How to customize the client invoices]]
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