WEBVTT

1
00:00:01.268 --> 00:00:05.567
In this episode we look at taxes and payment types: how the register works out tax,

2
00:00:05.567 --> 00:00:07.381
and which ways of paying it offers.

3
00:00:10.488 --> 00:00:16.221
Open Settings and the Taxes tab. There are two ideas here. A tax class is a group of

4
00:00:16.221 --> 00:00:21.954
products that are taxed the same way. A tax rate is the percentage that applies to a

5
00:00:21.954 --> 00:00:22.364
class.

6
00:00:22.947 --> 00:00:28.624
On the left are the classes. Standard is the default, used for any product that has

7
00:00:28.624 --> 00:00:33.960
no class of its own. Exempt is for things with no tax, and Reduced is used for

8
00:00:33.960 --> 00:00:34.644
groceries.

9
00:00:34.975 --> 00:00:39.926
On the right are the rates. Sales Tax is eight point two five percent on the

10
00:00:39.926 --> 00:00:45.073
Standard class. Grocery Tax is two percent on the Reduced class. Each rate says

11
00:00:45.073 --> 00:00:48.656
which outlets it covers. All outlets means every store.

12
00:00:49.655 --> 00:00:55.722
Say you sell books, and books are taxed at a lower rate. First we add a class. Click

13
00:00:55.722 --> 00:00:56.733
New tax class.

14
00:00:57.660 --> 00:01:02.902
We call it Books. The Default switch is for the class used when a product has none,

15
00:01:02.902 --> 00:01:04.860
so we leave it off. Press Save.

16
00:01:05.911 --> 00:01:08.987
Now the rate for that class. Click New tax rate.

17
00:01:10.423 --> 00:01:15.374
Give it a name that says what it is, and type the rate as a plain number. Four means

18
00:01:15.374 --> 00:01:16.140
four percent.

19
00:01:17.216 --> 00:01:21.001
Choose the tax class this rate belongs to. We pick Books.

20
00:01:22.426 --> 00:01:27.580
Outlet lets you set a different rate for one store. We leave it on all outlets. The

21
00:01:27.580 --> 00:01:32.796
Compound switch is for a tax that is charged on top of another tax. Most shops never

22
00:01:32.796 --> 00:01:34.037
need it. Press Save.

23
00:01:35.670 --> 00:01:39.724
The new rate appears in the list. From now on, any product you put in the Books

24
00:01:39.724 --> 00:01:43.881
class will be taxed at four percent. We will see where you choose a class when we

25
00:01:43.881 --> 00:01:45.523
add products in the next season.

26
00:01:47.941 --> 00:01:51.399
Now, how customers pay. Open the Payment types tab.

27
00:01:53.313 --> 00:01:57.332
These are the tenders the register offers, in the order they appear. Cash comes

28
00:01:57.332 --> 00:02:00.639
first, then card, gift card, store credit, on account, and check.

29
00:02:03.693 --> 00:02:08.247
The Kind column matters. It tells the system how to behave. Cash opens the drawer

30
00:02:08.247 --> 00:02:12.801
and counts in the till. Gift card looks up a card balance. Store credit and house

31
00:02:12.801 --> 00:02:14.769
account use the customer's balance.

32
00:02:17.061 --> 00:02:21.717
The Processing column says how a card is handled. Record only means the register

33
00:02:21.717 --> 00:02:26.490
just notes the payment, for example when you use a separate card terminal and type

34
00:02:26.490 --> 00:02:27.712
in its approval code.

35
00:02:28.750 --> 00:02:32.756
Let's add a way to pay by bank transfer. Click New payment type.

36
00:02:34.115 --> 00:02:38.539
Type the name, Bank transfer. The kind is Other, and processing stays on record

37
00:02:38.539 --> 00:02:42.795
only. That is right for anything the register does not need to check itself.

38
00:02:44.552 --> 00:02:49.513
Display order sets where it appears on the register, and Active controls whether it

39
00:02:49.513 --> 00:02:51.306
is offered at all. Press Save.

40
00:02:52.686 --> 00:02:57.185
Bank transfer is now in the list. It will be offered on registers the next time they

41
00:02:57.185 --> 00:03:01.630
sync. To stop offering a payment type, you deactivate it. Its history stays in your

42
00:03:01.630 --> 00:03:02.059
reports.

43
00:03:04.562 --> 00:03:08.756
Tax and payments are set. In the next episode we add your staff, and decide who can

44
00:03:08.756 --> 00:03:09.161
do what.