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#Enhancement

With Smarter Invoice, boarding & daycare teams can now pick a different tax rate right in the mobile app, before the invoice locks. The change applies to that appointment only, and your shop’s tax settings stay exactly as they are.

Prerequisite: This requires Smarter Invoice. Businesses that aren’t on it yet can contact the 24/7 support chat or their account manager to enroll.

Use case:
A customer needs a one-off tax adjustment on their appointment. At checkout in the mobile app, staff open the Tax option, select the service or fee, and choose an existing tax rate or “None – 0%.” The shop’s default tax settings stay the same for every other appointment.

👉 How to access

• Go to Checkout or Take payment
• Select Tax, then select a service or fee
• Choose from the tax rates your business has already created

⚠️ Note

• Staff can only choose from tax rates you’ve already set up. They can’t type a custom rate or amount.
• Sending a Pay Online link locks tax, even if the customer hasn’t paid yet.
• With checkout only, tax stays editable until the first payment.
• The adjustment applies to that appointment only without changing the shop’s tax settings.

Platform Availability

Before You Start

• Plan availability: All plans

• Business Type: Boarding & Daycare