Taxes & charges

Four separate levers decide what a customer pays and who keeps what. They are configured in different places and it is worth knowing which does which before you touch any of them.

Lever	Decides	Where
Tax	Statutory tax on an order	Finance → Tax
Charge	Anything else added at checkout	Finance → Charges
Outlet earnings	How much of the order the outlet keeps	Finance → Outlet Earnings
Payment-method fee	A surcharge or incentive per method	Finance → Payments → Payment Config

Where to find it

Dashboard → Finance → Tax (/configuration/financial/tax/list) — Admin, Co-Admin

Charges are next door at Charges (/configuration/financial/charge/list) and outlet earnings at Outlet Earnings (/configuration/financial/commission/list).

Taxes

A tax carries a name customers see, an internal name, a tax code for your filings, a percentage, a calculation method, and — importantly — a settle to setting that decides whether the tax lands with the outlet or with you.

Taxes attach at the business-type level and can be overridden further down: an outlet can carry its own tax set, a category can override that, and a single product can override again. Precedence runs product → category → outlet.

An override with nothing selected means zero-rated

The override is switched on by its flag, not by whether you picked a tax. Turning Override Tax on for a category and selecting nothing zero-rates that category — it does not fall back to the outlet’s rate. That is occasionally what you want, and much more often not.

Charges

A charge is everything that is not tax: service, packaging, small-order fees, peak-time surcharges.

• Type — a percentage or a fixed amount.
• Tax on charge — whether the charge is itself taxed.
• Contribution split — what share of the charge the outlet keeps and what share you do. This is what makes a charge a revenue lever rather than just a cost passed through.
• Applicable for — conditions: business type, feature, zone, outlet, franchise, and order channel — customer app, kiosk, or register.
• Date range and operating hours, for anything seasonal or peak-time.

The channel condition is the one people miss. It is how a delivery surcharge stays off a walk-up kiosk order, and how a kiosk-only combo price works.

Outlet earnings

This is your commission setup — despite living under a menu item that reads like a report. (The Reports entry with the same name shows the resulting figures; this one sets the rules.)

An earnings rule carries an internal name, the business type and channel it applies to, a priority, its configuration, and its conditions. It can also carry a recurring fee on a weekly or monthly cycle — a platform fee independent of order volume.

Where several rules could apply, priority decides.

Payment-method fees, cashback and points

Each payment method can carry its own economics: a fee (fixed, percentage, or both with a cap), cashback into the wallet, or reward points.

Use them to steer behaviour rather than to recover cost. A small fee on cash on delivery and cashback on wallet payments moves customers toward the methods that cost you least and retain them best — see Wallet.

What the customer sees

Taxes and charges are itemised at checkout before payment, never added afterwards. A customer who sees a total change between the basket and the receipt does not order again, so the ordering here matters more than the amounts.

Checking the numbers

Report	Answers
Tax Wise (/reports/tax-wise)	What you owe per tax — built for filings
Charge Wise (/reports/charge-wise)	What each charge collected
Payment Wise (/reports/payment-wise)	Totals per payment method, including fees
Outlet Earnings (/reports/outlet-earnings)	What each outlet earned

Run a real test order after any change here and read the breakdown line by line. Money configuration is the one area where a mistake compounds silently across every order until somebody reconciles.

Troubleshooting

Symptom	Cause
A category is being charged no tax	Its Override Tax is on with nothing selected — that zero-rates it
A charge appears where it should not	Check its conditions, especially the order channel
A charge never appears	Same, from the other direction — its conditions exclude the order
Totals differ between channels	A kiosk price book or a channel-scoped charge is doing exactly what it was set up to do
Outlet earnings look wrong	Several rules may match; the highest priority wins
Tax is right on some products only	An product or category override is in play

Related: Payments overview · Earnings & settlements · Building your catalog · Reports