Introduction to Discounts and Taxes in the HighLevel POS System

• Setting Up Taxes Before Using the Mobile App
• Navigating the Mobile App for Product Management
• Adding and Managing Products on the Go
• Applying Discounts and Taxes at Point of Sale
• Concluding Thoughts and Next Steps

Setting Up Taxes Before Using the Mobile App

Before diving into the mobile app, you need to set up your taxes. Here’s how to do it:

1. Go to Payments: Navigate to the Payments section on the left.
2. Access Settings: Click on Settings at the top.
3. Add Your Taxes: Click on the Taxes app on the left and then hit “Add New Tax”. If you haven’t created any taxes yet, now is the time.
   • Name: Give your tax a name.
   • Percentage: Fill out the tax percentage.
   • Description: Provide a description.
   • Tax ID: Optionally, add a Tax ID number.

For example, you might have a VAT tax set at 20% for B2C sales. Ensure your app is updated to the latest version for smooth operation.

Navigating the Mobile App for Product Management

With your taxes set up, let’s move on to managing products in the mobile app:

1. Open the App: Launch the app and click on Lead Collector.
2. Access the Menu: Click on the hamburger menu at the top left and select “Products”.
3. Product Catalog: Here, you can see your existing product catalog. If taxes are already attached to a product via the web app, they will be automatically applied when a sale is made through the POS system.

Adding and Managing Products on the Go

To create or manage products on the go:

1. Add a New Product: Click the plus icon.
   • Details: Add the product image, name, description, and type (physical, digital, or service).
   • Taxes: Select the applicable tax.
2. Manage Existing Products: For an existing product, select it (e.g., “Demo Product”), scroll down, and check the taxes applied. You can update the tax if needed by selecting from the previously created taxes.

Applying Discounts and Taxes at Point of Sale

To apply discounts and taxes at the point of sale using the mobile app:

1. Open the App: Click on the dollar sign at the bottom.
2. Select Product: Go to the catalog and select the product.
3. Review Item: Click on “Review Item”.
4. Add Customer: Enter the customer details.
5. Apply Discount: Click “Add Discount” and use the slider to set the discount percentage. The discount amount will be displayed.
6. Final Steps: Review the total amount, including discounts and taxes, then hit “Charge Item”. The customer can tap their card behind your phone to complete the payment.

This feature is particularly useful during events or on-the-spot sales where you can offer limited-time discounts to boost sales.

Concluding Thoughts and Next Steps

By following these steps, you can efficiently manage discounts and taxes in the HighLevel POS system using your mobile app. This not only streamlines your sales process but also enhances the customer experience. Stay tuned for more tips and tutorials in our next blog post. See you soon!