Taxes, currency & payment settings

Everything money-related that you set once lives in Settings → Billing & Payments. Five minutes here and the math takes care of itself everywhere else.

Sales tax

• Tax rate: your sales tax percentage, applied to taxable line items on invoices and quick sales. Toggle tax per line when something is exempt.
• Tax label: what the tax line is called on customer documents (“Sales Tax”, “VAT”, “HST”, whatever your jurisdiction calls it).
• Tax classes: jurisdictions with multi-component tax (GST plus PST, for example) can define classes with multiple components, and the invoice shows the breakdown.

The tax report totals what you collected for the period, ready for remittance.

Currency

Pick your currency once and it flows through invoices, receipts, the register, reports, and the customer portal. If your shop does not bill in US dollars, set this before importing data so history displays correctly.

Accepted payment methods

Choose which payment buttons the counter sees: card (Square), cash, payment link, and the rest. Turning a method off here removes it from checkout, useful if your shop is cashless or card-only.

Receipt footer

A custom line printed on every receipt: return policy, warranty reminder, thank-you note, or the legal sentence your accountant insists on. Set once, on every receipt forever.

Estimate validity

How many days an estimate stays valid before it expires. The expiration prints on the estimate the customer sees, which politely pressures the fence-sitters and protects you from someone approving a three-month-old parts price.

Upfront service fee

If your shop charges a diagnostic or evaluation fee before work begins, configure it here, the fee lands on the ticket up front and can roll into the final invoice. Ask the AI assistant to set it: “charge a $25 diagnostic fee on new walk-in tickets.”