Membership value credits are applied during checkout on the payment screen in POS and can be applied after tax or before tax. In this article, we will walk through the steps on how to apply value credit before tax and after tax.
Things to know:
- Value credits will only be applied to items that are eligible based on the membership configuration
- The available value credits will automatically be applied to the item's full worth, but you can change this to a smaller percentage
- For information on the uses of membership value credits please see here
Enabling Membership Value Credit Before & After Tax Setting
To configure this setting:
- Navigate to Business Setup > Setting
- Below the POS section, locate the "Apply Membership Value Credit" setting and select your preference
-
- Before Tax - Value credit is applied before taxes are calculated on the New Ticket page
- After Tax - Value credit is applied after taxes are calculated on the Take Payments page
-
- If you choose "Before Tax," a second setting will appear below so you can choose the preferred locations where the setting should be applied
- Save
Applying Membership Value Credit Before Tax in POS
- Navigate to POS > New Ticket
- Add client and service (not covered by the membership)
- The value credit will be visible before the sale taxes
Applying Membership Value Credit After Tax in POS
- Navigate to POS > New Ticket
- Add a client and a service not covered by the membership
- Take Payment
- The value credit will be visible on the take payment page
For more information contact us at support@mytime.com.