Taxes & Discounts for Sales on the Mobile App

Your POS allows you to complete transactions with your clients right then and there, to complete the sale you need to have an accurate calculation of how much is owed by the customer including taxes and discounts you may offer. All charges must be included if they will pay for the products at that moment, which is why we'll teach you how to do it.

Adding Taxes to the Product

To attach taxes to a product first create the Tax inside of the browser version of your CRM. For this go to the settings tab in the Payments section, if you need additional help please check the article “How to add Taxes Overview”.

To add the Tax to a product in the mobile app, click the hamburger icon to 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 will see a drop-down menu to Add Tax.

Once you click it, any Taxes you've created in the browser version will be available for selection. Select the desired ones and then click done.

Click Next twice and then click Update Item.

Every time you add this product to the catalog, the associated taxes will be applied to the total!

Applying a Discount and Viewing Taxes

When initiating a sale from the Product Catalog, you can add a discount in the Review Payment point of the process. To do so, tap the product that should be added.

Configure the product description, quantity, and price, and view the applicable taxes. Click Add to advance to the next step.

Select another item from the list and repeat the process above to add multiple items to the sale. Repeat these steps as required.

In the payment review window, you will 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.

Now that you have added the Taxes and Discounts for your client complete the transaction as normal and you're done! No worrying about calculating taxes after a sale or manually noting down the discounts you've offered, just straightforward sales from now on!