Manage payment and invoice settings

The Payment Settings page lets you configure your currency, tax rules, tipping options, receipt preferences, and online booking payment requirements. These settings ensure your payment process matches your business needs and client experience.
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The currency you select here will be used for all payments and invoices. You can choose from the available currencies based on your business location and update the currency symbol to your preferred format. Any changes you make will apply across all payment transactions in Yocale.

You can set up one or more tax rates to be automatically applied to invoices. For each tax, you can give it a name, set the percentage, and choose whether it applies to services, products, or both. This allows you to accurately reflect your local tax requirements. You can add or delete tax entries as your needs change.
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Here you can define the default tip amounts or percentages that will appear during payment processing. Up to three default tip options can be set, and you can enable a “Custom Tip” field so clients can enter their own amount. Tip settings can be edited at any time, and you can also choose whether to allow tips for each payment method individually from the Payment Methods page.
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You can choose to automatically send receipts to clients after each payment. If desired, you can also add a personalized note that will appear on all receipts, allowing you to include a thank-you message, policy reminder, or any other important information.

If you need more information about Deposit management, check this article.