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 |
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 dish can override again. Precedence runs dish → category → outlet.
Charges
Section titled “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, 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
Section titled “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
Section titled “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
Section titled “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
Section titled “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
Section titled “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 dishes only | An dish or category override is in play |
Related: Payments overview · Earnings & settlements · Building your menu · Reports
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