POS Taxes & Discounts Checkout Overview

Set Up Taxes

Taxes are created and managed in the web app, then applied automatically during POS checkout when they’re linked to products.

1. In the BizStackPro web app, go to Payments → Settings and create your taxes.
2. Open Payments → Products and edit the product you want to sell in POS.
3. Link one or more taxes from the dropdown list, then save.
4. When the product is added to a POS transaction, linked taxes apply automatically.

Apply Discounts at Checkout

POS includes a discount tool that lets you apply a percentage discount without manual math.

1. Add products to the cart from the Product Catalog.
2. On the checkout screen, tap Discount.
3. Use the slider to choose the discount percentage for the transaction.
4. Review updated totals before charging the customer.

Complete the Sale

Before you finalize checkout, confirm the totals match what you expect—especially when taxes and discounts are involved.

• Review product totals, applied taxes, and discount amount.
• Charge the customer and confirm payment success.
• Use the transaction record for invoice and receipt access.

Invoices & Receipts

After each POS payment, you can view the invoice and download receipts from the mobile app.

• Enable Automatic Sales Receipts in Payments → Settings → Receipts (web app).
• After checkout, open the transaction to view the invoice details.
• Download the receipt from the mobile app for records or customer sharing.
• (Optional) Attach receipts to the customer record for faster follow-up.

Recurring Invoices

If you bill customers on an ongoing basis, POS supports recurring invoices so you can streamline repeat payments. Set the schedule, review the amount, and manage edits as needed.

Why This Matters

• Automated taxes: Reduce manual mistakes and speed up checkout.
• Flexible discounts: Apply quick promos on the spot with a slider.
• Cleaner records: Invoices and receipts are available right after payment.