To set a new billing detail for Direct Book Orders, you will need to complete three processes. These steps are involved, so please let us know if you'd like assistance.
Create the Billing Detail
This step creates the tax or fee in Settings.
- Go to Settings > Billing Details > + New Billing Detail.
- Set a description and internal name (typically the same name).
- Add a default value as a dollar amount or a percentage.
- Select which location(s) this new Billing Detail should be available at.
*If this Billing Detail should be an alternate rate at some locations, type that into the Overriding Value field to the right of that venue. - Click Create.
*Note: If this tax or fee should apply on top of another Billing Detail in its calculation, check off the included Billing Detail under “Default Associated Billing Details.” For example - if you charge Sales Tax on top of your Gratuity, you will want to edit the Sales Tax Billing Detail and check Gratuity under “Default Associated Billing Details.”
Update Menu Item Categories
If your new Detail is a percentage value, this step will ensure that if you create future items belonging to the category, they will be populated with the appropriate taxes and fees by default.
- Go to Settings > Menu Item Categories.
- Edit each Category whose menu items should be subject to the new Billing Detail. Check off the detail and save.
- Repeat for all Categories as needed.
Apply New Detail to Direct Book:
This step will apply the Billing Detail to the relevant Event Styles, ensuring they're automatically displayed on the payment page of your lead form. A Customer Admin can enable this by following these steps:
- Go to Settings > Configuration.
- Scroll down to the Billing Details section of the page. Here, you'll find tabs for each event style.
- Click on each applicable Event Style and check off the newly created detail
- Click 'Save' at the bottom of the page.
Once complete, all future docs and items will be set up so that your new tax or fee tallies up as needed!