Offset rising business expenses without increasing product prices by adding fees to guest purchases. ROLLER allows you to configure service fees, as well as adjust the tax rate, for all guest purchases made through online checkouts and at POS.
This guide will walk through how you can adjust your tax rates and fees from Venue Manager.
- You’ll need to have the Can access account details role permission enabled in order to be able to access and modify tax and fees. This role permission is enabled by default for administrators.
- POS has been updated to support fees. From the Tax & fees page, update to the latest version to configure fees for POS.
Add and adjust tax rates
To add and adjust tax rates in your account settings, follow the steps below.
- From Venue Manager, go to Settings > Account > Tax & fees.
- Select Unlock to make changes in the top, right-hand corner of the page.
- Select Add tax and then include your tax Amount (%).
You can add as many tax rates as required, but one rate must be selected as the default. Unless specified otherwise, every product will incur the default tax rate. You can set different tax rates here and then assign product-specific tax rates while creating or editing your products.
- Select Save.
You can also choose to show or hide the tax line item on receipts and invoices. Select or deselect the Hide tax labels on receipts and invoice option to do so.
Product prices can be either tax inclusive or tax exclusive (fees, see below, are always tax inclusive). In regions where tax can be either inclusive or exclusive, you will have the option to choose.
You can define whether or not tax is included in the price of your products by selecting either:
|Include tax in price
|You set the price of your products and then ROLLER will calculate how much of the price is tax.
|Add tax to price
|You set the price of your products and then ROLLER will calculate tax on top of this set price. The tax amount is then added to the total cost.
By selecting one of these options, you’re choosing a default that is applied to all products. But, you do have the ability to override this at the product level.
Before adding your fees in Venue Manager, make sure you’re in compliance with any regional laws applicable to taxes and fees that may be relevant to product purchases.
You can apply fees as an additional charge to purchases made via online checkouts and POS. Follow the steps below.
- From the Taxes & fees page, select Unlock to make changes and then scroll down to the Fees section.
- Select Enable fees if your venue would like to add fees to guest purchases.
- Configure your Card fee by adding a percentage in the spaces provided.
This percentage is then applied to all card payments made by guests in online checkouts, at POS or other card-based payment mechanisms such as membership payments.
- Next, define your Service fees. These fees are applied in addition to any card fees for all purchases made via online checkouts and POS.
Online checkouts Enter a fixed-price fee per transaction (eg $2 added to each transaction) and a percentage fee per transaction (eg 5% added to each transaction, calculated based on the booking total). POS Enter a fixed-price fee per transaction (eg $2 added to each transaction) and a percentage fee per transaction (eg 5% added to each transaction, calculated based on the booking total). Other Enter a percentage fee per transaction (eg 5% added to each transaction, calculated based on the booking total) for other payment collection methods, such as invoices, payment links and recurring membership payments.
- Select Save.
Adding tax on fees
Fees that have been configured in Venue Manager and are added to purchase totals are also subject to tax.
You will need to choose an appropriate tax rate for your fees. To do so, select the drop-down from the Tax on fees section and select the appropriate tax rate. This tax rate should already be configured in the Tax section above.
What is a fixed-price fee?
Fixed-price fees apply a specific cost to guest purchases, regardless of the cost of items purchased. For example, if a guest is purchasing $5 jump socks and you’ve applied a $2 fixed fee, the item and fee subtotal will amount to $7. Alternatively, if a guest is purchasing a $50 entry ticket, the item and fee subtotal will amount to $52.
What is a percentage fee?
Percentage fees apply a dynamically calculated fee based on a percentage of the booking item subtotal. For example, if a guest is purchasing $5 jump socks and you’ve applied a 2% fee, the item and fee subtotal will amount to $5.10. Alternatively, if a guest is purchasing a $50 entry ticket, the item and fee subtotal will amount to $51.
How do fees work and how are they calculated?
- First, if the purchase is via online checkouts or POS, your % fee is applied. For example, if you’ve configured a 5% fee and the cart subtotal is $50, then once the 5% fee is applied the subtotal is now $52.50.
- Next, if the purchase is via online checkouts or POS, your fixed-fee is applied. For example, if you’ve configured a fixed fee of $2 and the current cart subtotal is $52.50, then once the fixed fee is applied the cart subtotal is now $54.50.
- Then, your card fees are applied. For example, if your card fee is 2% and it’s applied to the total in the step above, the final subtotal will be $55.59.
How will fees display on receipts?
Receipts will include the total fee amount on them. If the receipt is re-printed, it will show the fee amount paid by the guest (regardless if the fee configurations changed since the purchase was made).
How can I communicate fees to guests?
If you want to clearly present your fees to guests, you can create a small fee explainer that you can display at your venue.
At POS, your staff will also be able to see the fees added to guest purchases and can communicate this to guests before they pay for their purchase.