Action

Display

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.

Action

Display

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.

Action

Display

Create a Discount

1. On the dashboard, scroll down to find the Account settings Option

2. Select Discount

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

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

• Apply Discount:  Before Tax or Post Tax

• Amount - Enter the discount percentage or dollar amount

4. Select Save to complete the fee creation

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.

Action

Display

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.

Action

Display

Business Hours

Updating Regular Business Hours

1. Navigate to Account & Settings in the left menu.

2. Select Business Hours.

3. Select Regular tab (selected by default)

4. Navigate through the days of the week and toggle them on

5. Select desired hours from the dropdown.

6. Adjust operating hours as needed.

7. Click Save to save your changes.

Managing Holiday & Special Hours

1. Navigate to Account & Settings in the left menu.

2. Select Business Hours Card.

3. Click on the Holiday & Special Hours tab.

4. Add a new holiday or custom date entry.

5. Set the date and adjust operating hours as needed.

6. Click Save Changes.

When entering a custom date, you’ll be able to setup:

• Name (optional; if not filled out, this will default to “Custom Date”)

• Single day or the range of time desired

• Repeat option for recurrent event.