Booknetic Taxes Addon v1.2.2 - WordPress Plugin

Taxes Settings Taxes Version: Regular Regular SaaS Getting Started Installing Booknetic Requirements in the Booknetic Updating Booknetic Plugin Booknetic Updates / Changelogs Setting Up Staging Environment Settings General settings of Booknetic Company details settings Business hours settings Holidays settings Payments settings Cron Job Configuration Continue with Google button Continue with Facebook button Email settings Visual translator Reorder the booking steps Google ReCaptcha Transfer license Basics Mobile App Locations Settings Staff Settings Services Section in the Booknetic Setting up Customer Categories Customers in the Booknetic Payments in the Booknetic Workflow module Appearance of Booknetic Calendar Module Appointments Menu Booking block Recurring Appointments Group Appointments Multi-level Categories Customer Birthday Greetings Bring People with You Reminders of Booknetic Booking panel in Popup/Modal Change appointment status via the link Sign-In to Booknetic Add-ons Coupons Options Configure the Logs Module Setting up Busy Slots Set up Customer Custom Fields Custom forms Front-end Customer Panel Reports in the Booknetic Email Notifications SMS Notifications WhatsApp Notifications Invoices Documentation Taxes Settings Gift cards in the Booknetic Telegram Notifications Custom Appointment Statuses Amazon Simple Notification Service User Role Manager Conversion Tracking Donation Form Conditional Prices Boostore for Booknetic Twilio SMS verification Booking Limit manager Custom Durations Packages Product Inventory Staff Commissions White-Labeling Documentation Integrations Google calendar Integrating Zoom to Booknetic Integration WooCoomerce Zapier Integration to Booknetic Mailchimp Integration VivoMeetings Integration Outlook calendar WooCommerce payment integration Stripe payment integration Mollie payment integration PayPal payment integration Google Meet Categories The Taxes Module in Booknetic allows businesses to configure and apply taxes to services based on specific rules. Whether your business operates globally or in multiple regions with varying tax laws, this feature helps automate the tax calculation process during bookings and appointments. Accessing the Taxes Module Log in to Your WordPress Dashboard Open your WordPress Admin Panel and navigate to the Booknetic plugin section.

The Taxes module will appear in the list of the left side under the name Taxes. Creating a New Tax Rule Add a New Tax Rule Click the "Add New Tax" button to create a new tax rule. Enter the Tax Name and Tax Rate: Provide a descriptive name for your tax (e.g., "VAT", "Sales Tax"), and specify the tax rate (e.g., 19% for VAT or 8% for sales tax). Choose the Tax Type Percentage: This is a standard method where a percentage is applied to the service price.

Fixed Amount: This allows you to set a fixed value for the tax (e.g., $10 for a service regardless of the service price). Apply Tax for Specific Services or Locations (Optional) Location Filter: Define the geographical location for which this tax applies (e.g., certain countries or regions). Service Filter: Select specific services this tax will apply to, or leave it blank to apply to all services.

Incorporate Tax into the Service Price (Optional) Toggle the option for incorporating the tax into the service price, if needed Enable or disable the tax (Optional) Toggle the option for enabling the tax, if needed. When a new tax is added, it is enabled by default. Save the Tax Rule After entering all the details, click "Save" to finalize the tax rule.

However, if you change your mind and don’t want to add this tax rule, you can click on the “Cancel” button to stop the process. Managing Existing Tax Rules Editing a Tax Rule To edit an existing tax rule, click the options menu (three dots) next to the tax rule you wish to edit. Select "Edit" to make changes. Once the changes are made, click "Save" to update the tax rule.

Deleting a Tax Rule Click the options menu next to the tax rule you want to delete and select "Delete". Confirm the deletion. For bulk deletion, select multiple tax rules using the checkboxes, click the "Delete" button, and then click "Apply". Using Taxes in Booknetic Once your tax rules are set up, they can be automatically applied during the booking process, either from the admin panel or by customers directly through the booking panel.

Using Taxes while Creating Appointments via the Booking Panel Go to the Booking Panel Navigate to the Booking Panel, and proceed with the booking process. Apply the Coupon or Tax During the appointment confirmation step, any taxes that apply will be displayed and automatically calculated. Confirm the Appointment After the customer confirms their booking, the tax is included in the final amount.

Displaying Taxes on Invoices and Notifications Invoices You can automatically include taxes in invoices generated for each appointment. The tax amount will be displayed clearly on the invoice for transparency. Notifications Use the keyword {appointment_tax_amount} to show the tax amount in your appointment notification emails, SMS, or WhatsApp messages.

This ensures customers are aware of the tax charged on their services. Benefits of Using Taxes in Booknetic Accurate and Automated Tax Calculation Taxes are automatically applied to services based on location, service type, and other criteria. Multiple Tax Rules You can configure different tax rules for various services, locations, and time periods, making it easier to manage diverse tax requirements.

Transparency and Compliance Taxes are clearly displayed to customers, helping you maintain transparency and ensuring compliance with tax laws. Flexibility Set custom tax rates, usage limits, and timeframes to match your business needs and regulations.