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.|
Taxes applied to a purchase appear on your receipts under the subtotal.
|Apply Taxes To||This section determines which items at your business have taxes applied to them when they’re sold. Options that are set to ON will be taxed. Options that are set to OFF won’t 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 can’t 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’ll 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.
Surcharges applied to a purchase appear on your receipts under the subtotal.
NoteIf you make changes to this option, previously purchased items with auto-payments won’t be affected by your changes. To apply your changes, you’ll need to resell the item.
|Discount Codes||This section determines whether your business’s discount codes will be available in a dropdown list when a staff member is making a sale in the online store. When the Display discount codes during staff checkout option is set to ON, staff members can select your active discount codes from a dropdown list in the DISCOUNT CODE field. When set to OFF, staff members must input discount codes manually. For more information, see Applying a discount at checkout.|
|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 staff can receive commissions from store sales.|
To allow staff members to manually apply commissions at checkout, set the Allow staff members to manually apply commissions at checkout option to ON.
To allow commissions to be applied automatically whenever an item is added to a client’s cart, set the Apply automatic commissions for products and Purchase Options option to ON.
|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 section includes options related to a client’s account balance. The following options are available:|
NoteIf a client has multiple auto-payments applied to the same credit card on the same date, the payments will be consolidated and charged to the credit card as a single transaction.
|Guest Purchases||This section determines what items guests can purchase through the Client Web App. The following options are available:|
|Batch Reconciliation Report||The options in this section allow you to set a cutoff time for your Batch Reconciliation Report and determine which ID numbers are used for your transaction batches. The following options are available:|
|Receipts||This section determines the customization options for your receipts. The following options are available:|
For more information, see Adding custom text or notes to your sales receipts.