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 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 head over to the Products section.

Create a product by clicking the Plus sign or edit an existing one by clicking on its name.

Inside the Product Builder, you will see a drop-down menu for 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 checkout page, the associated taxes will be applied to the total.

Adding a Discount

When selling from Catalog you can add a discount in the Review Payment point of the process, to do so select the products then click Review

In the payment review click Add Discount.

A slider bar will show so you can select the percentage, once adjusted click Done.

You can see the added discount 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!