Taxes & Fees

With Payzli POS Taxes & Fees, managing tax rates and fees for products and services is a breeze. When billing customers, charges are applied according to the configured tax and/or fee rates. So, go ahead – set it and forget it!

1. Access Administration from the main menu of your Payzli POS account.
2. Click Business Settings from the left navigation.
3. Select Taxes & Fees from the left navigation.
4. On this page, click + Add to add a new tax rate or transaction fee.
5. A right-panel will appear and you will need to input the following:

• Type: Select Tax or Fee in the drop down menu.
• Name: Name of Tax rule or Fee.
• Branch: Select the specific branch, or branches, to assign the new rule.
• Percentage/Dollar Amount: Specify whether the tax/fee is based on a percentage or dollar amount.
  • If Set Custom Rules is selected:
    • Unit Price: Select either All or Over A Certain Amount from the drop down menu. If Over A Certain Amount is selected, a new field will appear where you will input the Over Unit Price amount.
    • Product Categories: Select any and all product categories that the rule applies to.
    • Service Categories: Select any and all product categories that the rule applies to.
    • Products: Select any and all products that the rule applies to.
    • Services: Select any and all services that the rule applies to.

1. Using the Edit option (Pencil icon), you can update the Taxes and Fees.
2. Once updated, click Save to proceed; otherwise, click Cancel.