Create a Tax

1. Select the Add Tax button.

2. An Add New Tax prompt will display fields to enter the following:

• Tax Name - Enter a name to easily identify the type of tax

• Percent - Enter the tax percentage amount

• Default Tax - Toggle to set this as the default tax that is applied to all items

3. Select Save to complete the tax creation.

4. A banner will notify the tax was successfully created.

Edit/Delete a Tax

1. Select the pencil icon on the right side of a tax to edit it.

2. Select the trash can icon on the far right side of a tax to delete it.

Create a Fee

1. Select the Add Fee button.

2. An Add New Fee prompt will display fields to enter the following:

• Fee Name - Enter a name to easily identify the type of fee

• Percent - Enter the fee percentage amount

3. Select Save to complete the fee creation.

4. A banner will notify the fee was successfully created.

Edit/Delete a Fee

1. Select the pencil icon on the right side of a fee to edit it.

2. Select the trash can icon on the far right side of a fee to delete it.

Create a Discount

1. Select the Add Discount button.

2. An Add New Discount prompt will display fields to enter the following:

• Discount Name - Enter a name to easily identify the type of discount

• Amount - Enter the discount percentage or dollar amount

3. Select Save to complete the fee creation.

4. A banner will notify the discount was successfully created.

Edit/Delete a Discount

1. Select the pencil icon on the right side of a discount to edit it.

2. Select the trash can icon on the far right side of a discount to delete it.

Accept Tips

1. To enable tips, select the checkbox next to Accept Tips.

2. Enter up to 3 Tip Presets to be presented to customers upon checkout. Tip options will also include none and a custom amount.

3. Toggle the tip to be calculated on either:

• On Subtotal

• On Total Amount

4. Select Save, at the top right, to complete the tipping setup.

Add New User

1. Select the Add New User button.

2. A panel will display the following fields:

• First Name - Enter employee's first name

• Last Name - Enter employee’s last name

• Email - Enter Manager’s email (this option will only be displayed if Set as Manager is toggled on)

• PIN Code - 6 digit code for POS access

• Set as Manager - Toggle to grant user Manager permissions

Select Save to complete the user setup.

Edit/Delete a User

1. Select the Edit option to the right of a user to edit their information.

2. Select the trash can icon on the far right to delete a user.

Send Forgot Password Email to User

1. Select the Password dropdown.

2. Select Send Forgot Password Email.

3. A banner is displayed alerting the Forgot password email was successfully sent.

Deactivate a User

1. Select the toggle located at the top right corner of the desired user.

2. A prompt displays option to confirm the deactivation or cancel.