Point-of-Sale Tax and Discount Checkout Overview

Managing Taxes and Discounts on Point of Sale Transactions

We introduce the Point-of-Sale (POS) module in our mobile app: the ability to add taxes and discounts to transactions. This enhancement allows sub accounts to streamline their sales process by automatically applying taxes and offering discounts during checkout.

1. Open the Mobile App:

   • Select your preferred subaccount.

2. Navigate to Products:

   • Use the hamburger menu on the top left of the screen to access the "Products" section.

3. Create or Edit a Product:

   • Ensure you have already created taxes in the HighLevel web app.

   • In the product creation or editing screen, you will see a dropdown to link taxes. Click on it to reveal and select the taxes you want to apply to that product.

4. Save Changes:

   • Save the changes made to the product. Any time this product is added to the cart, the associated taxes will be automatically applied.

5. Add Products to Cart:

   • Add products to the cart using the Product Catalog.

6. Apply Discount:

   • At the bottom of the checkout page, click on the discount button to open the discount slider.

   • Adjust the slider to apply the desired percentage discount to the final transaction amount.

1. Complete the Sale:

   • Review all details, including taxes and discounts, before completing the sale.

1. View Invoice and Download Receipt for POS Transactions

The Payments module on mobile includes a feature that allows users to view invoices and download digital receipts for POS transactions. This enables subaccounts to automatically attach invoices to POS transactions and provides an option to download and share digital receipts with customers, improving transaction transparency and customer service.

To use this feature, ensure the "Enable automatic sales receipts for payments" toggle is turned on in the web app settings. After completing a POS transaction, users can view the invoice and download the receipt directly from the transaction or contact card sections in the mobile app. This update streamlines the process of sharing invoices and receipts, enhancing the overall user experience.

Benefits

• Automated Tax Application: Linking taxes to products ensures they are automatically applied at checkout, reducing manual effort.

• Flexible Discounts: Easily offer percentage-based discounts to customers, enhancing the shopping experience.

• Improved Efficiency: Streamlining the checkout process saves time and minimizes errors in transaction management.

Pro Tips

• Pre-create Taxes: Make sure to create all necessary taxes in the HighLevel web app before linking them to products.

• Use the Discount Slider: The discount slider allows for quick adjustments, making it easy to apply precise discounts during checkout.

• Review Transactions: Always review the final transaction details to ensure accuracy before completing the sale.

FAQ/Use Cases

• How do I create taxes in the HighLevel web app?

  • Navigate to the payments section and click on settings. Here, you can create and manage taxes which will be available in the mobile app's Product builder feature.

• Can I apply multiple taxes to a single product?

  • Yes, you can link multiple taxes to a product, and they will all be applied at checkout.

• What if I need to apply location-based taxes?

  • Future updates will include the ability to choose from a list of taxes based on your location, eliminating the need to create them manually.