How To Set Up Taxes and Processing Fees for Services in Tekmatix

Why This Matters

Properly configured taxes and processing fees ensure your customers see a clear, itemized checkout while your internal reporting remains accurate. With this setup, your business can:

• Recover costs: Pass through card or convenience fees transparently

• Ensure compliance: Apply accurate local VAT, GST, or sales taxes

• Increase trust: Display itemized totals before payment to reduce confusion or chargebacks

• Simplify reconciliation: Align totals across booking pages, appointment records, receipts, and exports
  

Using Services (v2) in Tekmatix, each service automatically links to a Product, allowing you to attach manual tax rates and optional processing fees that appear automatically during booking.

Processing Fees / Miscellaneous Charges

A Miscellaneous Charge (also called a processing fee) is an additional percentage-based line you can add to each Service (v2) to cover processing or convenience costs. Both the label and percentage are fully customizable. This charge appears as a separate line at checkout and on receipts.

Key Features

• Percentage-based (e.g., 5%) with a custom label (e.g., “Service Charge”).

• Displays as its own line on the public booking form and on customer payment receipts.

• Shows in the appointment record for staff, including the subtotal, fee, tax, and total.

  

Manual Taxes in Services (v2)

Manual taxes are applied to a Product, not directly to a Service. Since each Service automatically links to a Product, assigning tax rates to that Product ensures the correct taxes are added to the booking total every time the Service is purchased.

How it Works

• Each Service (v2) automatically generates a linked Product.

• Assign one or more tax rates to that Product under Payments → Settings → Taxes.

• When the Service is booked, the tax rates are applied automatically.

Visibility
Understanding where fees and taxes show up helps staff confirm totals and answer customer questions. The same amounts are also visible in the appointment record for internal tracking and reporting.

You’ll find taxes and fees:

• On the public booking form, itemized just above the total.

• Inside the appointment modal for staff, including payment details.

• On sales receipts emailed to customers (if receipt emails are enabled).
  

  

Step-by-Step Setup: Taxes & Processing Fees

Step 1: Access the Service

1. In your Account, go to Settings → Calendars → Services
   

2. Select the Service you want to edit
   

   

Step 2: Configure Taxes

1. In the Payments section, click Configure Taxes for This Service

   

2. In the linked Product window:

   • Click Add Tax Rate or select an existing rate

   • Click Save

   

Step 3: Add a Processing Fee (Optional)

1. On the Service page, add a Processing/Miscellaneous Fee

2. Enter percentage and custom label

3. Click Save

Once saved, all future bookings will automatically itemize tax and fee lines on booking pages, appointment records, and receipts.

Sample Scenario: Salon Booking Example

Business: A hair salon offering haircuts, coloring, and spa services.

Goal: Ensure every client sees an accurate breakdown of service costs, taxes, and any convenience fees at checkout.

Setup:

1. Service: Haircut ($50)

   • Tax: 8% VAT

   • Processing Fee: 3% labeled “Card Fee”
     
     

2. Service: Hair Coloring ($80)

   • Tax: 8% VAT

   • No processing fee

3. Test booking: Client books a Haircut → Total shows $50 + $4 tax + $1.50 fee = $55.50

Result:

• Transparent checkout for clients

• Staff can view exact fees and taxes in the appointment modal

• Receipts and exports reflect accurate totals for accounting
  
  

Frequently Asked Questions

Q: Can different services have different fees?
A: Yes, each Service (v2) can have its own processing fee percentage and label.

Q: Do changes affect past bookings?
A: No. Edits apply only to future bookings. Past appointments and receipts remain unchanged.

Q: Where can I export a report of taxes and fees?
A: Navigate to Payments → Transactions → Export CSV (or Orders CSV). The export includes fee amounts/labels and taxes.

Q: How do discounts and deposits affect totals?
A: Discounts reduce the taxable base of the linked Product and may affect percentage-based fees. Deposits display collected vs. remaining amounts on receipts and in the appointment modal.