Creating and applying fees on the device

You can create fees either on the device or on Poynt HQ.  Fees can be applied to an order as a whole (image on the left), or only for certain categories within that catalog (image on the right).

Create a Fee on device

Step 1: To create or manage a fee, click on Fee from the white row.

Step 2: Select “Add Fee”

Step 3: If this is a new fee, enter in the name and choose if tax will be applied as a Percentage or as a Fixed Amount. Add the fee amount and tap "Done". 

Applying a Fee

Once you create your fees within a Catalog, you will have to enable that fee in the Register app.  This can be done on the Order Level or on item level.

Order Level Fees

Click on the More button to bring up Fees dialog box.

Here you can associate the Fee you created in the Catalog app.  Choose the Fee and click on Update.  

This will add the Fee to every transaction going forward. 

You can also manage Fees on an item level as well, without having to apply it to your entire catalog.  Add products to the order, and when ready to process, click on Order Details button.

Click on the pencil icon on the left side of the item, and click on the +ADD button next to Fees.

If there are existing Fees, they will show up under Preset.  To create a new one, click on Custom and choose if tax should be applied after the Fee, and if the fee should be a percentage or fixed amount, and click on Update.  This will apply the fee to just the item chosen, not the entire order.