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. 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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For each tax, you can give it a name, set the percentage, and choose whether it applies to services, products, or both by clicking on the pencil icon.

You can also note if the tax is inclusive or exclusive.

Exclusive tax is the default setting, and means the listed price does not include tax and is added at checkout. This tax is common in North America.

Inclusive tax means that the tax is already built into the displayed price, so the customer pays the exact amount shown (common in Europe, UK, and Australia)

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 customize the invoice prefix that is sent to your clients with their receipt.

You will be able to view the invoice number with the chosen prefix under Clients>Invoices

You can choose to automatically send receipts to clients after each payment.

In order to do business compliantly in certain regions, businesses are required to display their tax ID (e.g., VAT, GST, ABN) on their invoices.​ In this setting you can ​a​dd your account tax IDs​ name and number, which will appear on Invoice PDFs.

If desired, you can 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.

You can upload a business stamp and signature to your invoices. Under the Business Profile, you can also select your branding color, which will be shown in the booking widget, public profile, and invoice receipt.

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