You can configure the settings for your store through your store settings page. These settings will be applied to all transactions at your location. The table below provides an explanation of how each setting works.
|Currency||The currency that your business uses is displayed in this section. You can change the currency settings under the general information section of your business settings. For more information, see Setting currency and tax values for your business.|
|Location||The options in this section determine how your store functions at different locations. Three options are available:|
|Taxes||The taxes that can be applied to sales at your business are listed here. You can also create and customize tax options from here. For more information, see Setting currency and tax values for your business.|
|Apply Taxes To||This section determines which items at your business have taxes applied to them when they are sold. Options that are set to ON will be taxed. Options that are set to OFF will not be taxed. Your options are Products, Purchase Options, and Services.|
|Payment Methods||All payment methods that are set up at your business are listed here.|
The color of the listed payment method indicates whether the payment method is a default or custom payment method and whether the payment method is active in the system:
You can enable or disable payment methods, create new payment methods, or customize existing payment methods from here. For more information, see Payment methods.
|Accepted Credit Cards||This section determines which credit cards can be used at your business. Card types that are set to ON can be used. Card types that are set to OFF cannot be used.|
CautionImported credit cards may not follow business rules in your store settings.
|Surcharge||This section determines whether clients will be required to pay a surcharge amount when they make a purchase in your store using a credit card or ACH payment method.|
To require that clients pay a surcharge, set this option to ON. You will then need to enter the surcharge amount as well as whether the surcharge will be a dollar amount or a percentage of the total sale in the fields provided.
NoteIf you make changes to this option, previously purchased items with auto-payments will not be affected by your changes. To apply your changes, you will need to re-sell the item.
|Tips||This section determines whether tips can be given to staff members when checking out a client from the store. You can also set up predefined percentages that can quickly be selected during checkout when using the Elevate Staff App. Additionally, you can choose whether a “No Tip” option is displayed at checkout. For more information, see Setting up tips for staff members.|
|Staff Commission||This section determines whether a commission of the purchase made can be awarded to staff members who make a sale in the store. Set this option to ON to allow commission to be applied at checkout.|
|Auto-Payment Rule||This section determines how auto-payments are applied to clients who have auto-payments set up. Two options are available:|
|Save Banking and Credit Card Information||This section determines how credit cards and other banking information are added to the client profile. The following options are available:|
|Client Account Payments||This setting determines whether clients can make online payments to add to their account balance.|
|Prioritize Purchase Options||Enabling this option will allow you to assign a priority level to memberships and session passes. When booking a service, the purchase options that are assigned a higher priority level will be used to pay for the service. If multiple purchase options have the same priority level, the purchase option with the earliest expiration date will be used to pay for the service first. For more information on assigning priority levels to purchase options, see Membership advanced settings and Session pass advanced settings.|
|Receipts||This section determines the customization options for your receipts. Two options are available:|
For more information, see Adding custom text or notes to your sales receipts.