Configure pricing, deposits, and tax
Watch: Add a tax profile
Assign a reusable tax profile to an inventory product. · 0:39
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To add a tax profile, open Inventory and select the product. On Details and pricing, find the Tax profiles section.
Enter a name, jurisdiction, and percentage for the demonstration profile. This example uses ten percent purely to illustrate the settings. Keep Taxable selected, then add the profile.
Choose the new profile in the product's Tax profile field and save the details. Reload to check the selected profile.
New orders can now use this product default. Existing orders retain their original tax snapshots. Use the rate and tax treatment that apply to your own business.
Rental products can have prices for day, week, month, and year. The selected cadence and interval price are copied to an order item so later catalog changes do not rewrite historical charges. Consumables use a unit sale price and quantity.
Deposits apply to rental units, not consumables. The order snapshots the deposit at creation. During return inspection, staff can retain part or all of an item’s deposit with a reason; the remainder can be refunded when an online deposit payment exists.
Tax profiles are reusable organization records that may represent taxable or exempt treatment. Assign a default profile to a product or override tax on an individual order item. Orders and items keep tax snapshots so issued documents remain stable after profile changes.
Assign or create a tax profile
- Open the product's creation or pricing/tax controls.
- Select an existing profile available to the current location, or create a reusable profile using the inline form.
- Review its name, jurisdiction, percentage rate, and taxable or exempt treatment. Record an exemption reason where relevant.
- Save the profile and the product, then confirm the selected profile on the product.
- Review the actual tax snapshot when creating an order; use an item-level override only when that order line needs different treatment.
Profiles can be organization-wide or scoped to a location. Changes affect future calculation, not already issued documents. A customer's VAT or business tax ID does not automatically grant an exemption or change the tax rate. Choose rates and exemptions appropriate to your business rather than copying demonstration values.