Transcript
Tax rates and classes, and the ways customers can pay.
0:00 Introduction
In this episode we look at taxes and payment types: how the register works out tax, and which ways of paying it offers.
0:09 Tax classes and rates
Open Settings and the Taxes tab. There are two ideas here. A tax class is a group of products that are taxed the same way. A tax rate is the percentage that applies to a class.
On the left are the classes. Standard is the default, used for any product that has no class of its own. Exempt is for things with no tax, and Reduced is used for groceries.
On the right are the rates. Sales Tax is eight point two five percent on the Standard class. Grocery Tax is two percent on the Reduced class. Each rate says which outlets it covers. All outlets means every store.
0:48 Adding a tax class
Say you sell books, and books are taxed at a lower rate. First we add a class. Click New tax class.
We call it Books. The Default switch is for the class used when a product has none, so we leave it off. Press Save.
1:04 Adding a tax rate
Now the rate for that class. Click New tax rate.
Give it a name that says what it is, and type the rate as a plain number. Four means four percent.
Choose the tax class this rate belongs to. We pick Books.
Outlet lets you set a different rate for one store. We leave it on all outlets. The Compound switch is for a tax that is charged on top of another tax. Most shops never need it. Press Save.
The new rate appears in the list. From now on, any product you put in the Books class will be taxed at four percent. We will see where you choose a class when we add products in the next season.
1:46 Payment types
Now, how customers pay. Open the Payment types tab.
These are the tenders the register offers, in the order they appear. Cash comes first, then card, gift card, store credit, on account, and check.
The Kind column matters. It tells the system how to behave. Cash opens the drawer and counts in the till. Gift card looks up a card balance. Store credit and house account use the customer's balance.
The Processing column says how a card is handled. Record only means the register just notes the payment, for example when you use a separate card terminal and type in its approval code.
2:27 Adding a payment type
Let's add a way to pay by bank transfer. Click New payment type.
Type the name, Bank transfer. The kind is Other, and processing stays on record only. That is right for anything the register does not need to check itself.
Display order sets where it appears on the register, and Active controls whether it is offered at all. Press Save.
Bank transfer is now in the list. It will be offered on registers the next time they sync. To stop offering a payment type, you deactivate it. Its history stays in your reports.
Tax and payments are set. In the next episode we add your staff, and decide who can do what.