Set Up Taxes

Using payment fees allows you to cover additional taxes, processing fees, and expenses on each invoice.

  1. To add a fee, you will need to log in to the Playbook Back End of your website. (mywebsite.playbookapi.com/control_panel/site_settings).
  2. Click the gear icon on the top right from any page on the Playbook Back End to be taken to the Site Settings
  3. Click the Transaction Fee tab and select Taxes
  4. Once you click Add New Tax, a pop-up window will appear where you can input all the details 
    1. Name or what you want to label the tax in your system
    2. You can choose a flat or percentage amount
    3. You can also choose a minimum and maximum amount the fees can reach
    4. You can choose which payment methods this fee applies to (card, bank balance or both)
    5. Remember to turn on the Is Active toggle for the fees to be applied to all purchases on your system