It couldn't be easier to cover all your bases with Payable Forms; read on if you're looking to set a tax rate or apply a surcharge to your orders.
Step 1 - Open an incognito browser window
Many of our support queries stem from the issue of multiple active Google accounts in your browser window - Google add-ons can only be managed by the account that's installed them. So, to prevent you from potentially receiving any frustrating error messages (and to save you the trouble of signing out of other accounts you use regularly) please open an incognito browser window, go to forms.google.com and sign in only to the Google account your form is managed by, and open your form.
Windows, Linux, or Chrome OS Users: Press Ctrl + Shift + n.
Mac Users: Press ⌘ + Shift + n.
Step 2 - Open the Payable sidebar
Look for the puzzle piece icon in the top header tool bar to re-open your add-ons.
How to open the Payable sidebar
Select Configure Payment Settings
Step 3 - Navigate to your Checkout Settings
Once the Payable sidebar opens following the above steps, click on Checkout Settings to access these settings.
Click on Checkout Settings
Step 4 - Set your Tax and/or Handling Fee
Now in the Checkout Settings section you can set your tax or handling fee as needed - both may be set to one decimal place.
You may choose to customize the label of the handling fee - how it will display on your invoices - to suit your needs. For example: processing fee, online order surcharge, ticket fee, etc. By default, it will be billed as a handling fee at checkout.
Tax rates will be applied to all orders at the value you've set; they are not calculated dynamically based on the location of the buyer.
Still have questions? Connect with us over chat or email for support.