In this article, we'll guide you through the process of editing the tax rate applied to a service, package, or product while making a sale in the Point of Sale.
Step 1: Accessing the Point of Sale
To begin, log into your Pabau account and navigate to the Point of Sale by clicking on the "Create" button located at the top of the screen. From the options provided, select "Sale".
Alternatively, you can access the Point of Sale from the calendar by clicking on an appointment and then selecting "Checkout" from the appointment context menu.
Another method is accessing it from a client card by clicking on the "Create" button in the bottom right corner and selecting "Sale".
Step 2: Selecting the Client and Adding Items
Select the client for whom the sale is being made from the top right corner. If you accessed the Point of Sale from the calendar or a client card, the client will be prepopulated.
If you accessed the Point of Sale from an appointment context menu, the services included in the appointment will already be added to the cart. You can add additional items if needed.
On the left-hand side of the Point of Sale, you'll find options to add items such as products, services, or packages to the cart.
Step 3: Editing the Tax Rate
To modify the tax rate for a specific item, click on the item listed on the right side of the Point of Sale interface, below the client's name. This action will open an item editing modal.
In the "Tax Rate" field within this modal, you'll see the default tax rate that has been set for the item in the respective service, product, or package settings.
To change the tax rate for this particular sale and invoice, click on the "Tax Rate" field. You can then choose from the tax rates you've previously created using the Taxes feature.
NOTE: To explore creating and managing tax rates, please refer to this article.
If the service, product, or package does not have a default tax rate set up, you can select "No tax" and then choose from the available tax rates to apply for this instance.
Step 4: Viewing the Changes
After applying the desired tax rate, you can observe the updated pricing on the right-hand side of the screen. The total amount will reflect the changes based on the tax rate you've applied.
By following these steps, you can easily edit the tax rate for specific items during the sale process within the Point of Sale feature in Pabau.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.