You may have customers that are tax-exempt or need the taxes and fee taken off a booking. Removing taxes and fees can only be done on back office bookings, or after a booking is made. Read on below to find out how to remove taxes and fess from a customers booking in a snap.
Covered in this section:
Removing taxes & fees during back office booking
Removing taxes & fees after a booking is made
Removing taxes & fees during back office booking
- During back office checkout, navigate to the Payment Summary.
- Click the "Modify taxes & fees" link. A red X will appear next to all taxes or fees.
- To remove a tax or fee before processing this booking, click the red X. A gray line will strike out the tax or fee line item and it will be removed from the booking total.
NOTE: If you have a Partner/Booking fee from Xola, you will not be able to remove this fee. Only taxes & Fees, that you created in Settings will be able to be removed from a booking.
Oops! I need to re-instate one tax or fee, simply click the gray arrow on the line item to reverse the removal. To re-instate all taxes or fees, click "Reset taxes & fees".
- Proceed with booking as normal and click Pay.
- In the customer purchase in the Purchases tab, hover over the Taxes & Fees line item to view a breakdown of paid and / or removed taxes and fees.
Removing taxes & fees after a booking is made
- After a booking is made, go to the Purchases Tab and find the booking you want to modify.
- Under the Payment Summery, you will hit Modify beside the Taxes & Fees.
- Once you hit Modify, a pop up will appear with a breakdown of all taxes & fees associated with that booking.
- To remove a tax or fee before processing this booking, click the red X. A gray line will strike out the tax or fee line item and it will be removed from the booking total.
- Click Confirm and you modifications will be saved.
NOTE: If you have a Partner/Booking fee from Xola, you will not be able to remove this fee. Only taxes & Fees, that you created in Settings will be able to be removed from a booking.
Oops! I need to re-instate one tax or fee, simply click the gray arrow on the line item to reverse the removal. To re-instate all taxes or fees, click "Reset taxes & fees".
- If a customer has already paid, then a green Return Excess Payment box will appear to have you return the tax or fee removed back to original payment method. Click Return Excess Payment and you will be walked through the Refund Payment workflow.