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      Set Up Taxes

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

      Adding a Fee in Playbook
      1. Log In: Access the Playbook Back End of your website at (mywebsite.playbookapi.com/control_panel/site_settings)
      2. Navigate to Site Settings: Click the gear icon in the top-right corner from any page to enter the Site Settings
      3. Select Transaction Fees: Click on the Transaction Fee tab and then choose Taxes
      4. Add New Tax: Click on Add New Tax. A pop-up window will appear for you to input the necessary details:
        1. Name: Enter a label for the tax as it will appear in your system
        2. Type: Choose either a flat amount or a percentage for the tax
        3. Limits: Specify minimum and maximum amounts for the fees, if applicable
        4. Payment Methods: Select which payment methods the fee applies to (credit card, bank balance, or both)
      5. Activate the Fee: Ensure the Is Active toggle is turned on for the fees to apply to all purchases in your system.