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Taxes and Processing Fees for Services (v2)

Learn how to configure manual taxes and processing fees in Services (v2). Show itemized totals on bookings, receipts, and exports for accurate reporting.

3 min read765 words7 explained imagesUpdated Wed, 12 Nov, 2025 at 2:14 PM
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  1. Key Benefits of Taxes and Processing Fees
  2. Processing Fees / Miscellaneous Charges
  3. Manual Taxes in Services (v2)
  4. Visibility in Bookings & Receipts
  5. How To Set Up Taxes & Processing Fees
  6. Frequently Asked Questions
  7. Related Articles

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Manage calendar-based bookings in GHL Customer Care with transparent manual taxes and custom processing (miscellaneous) fees in Services (v2). This guide explains what the feature is, who it’s for, how to configure it, and how totals appear across the booking form, appointment modal, receipts, and reports. You’ll also find provider compatibility notes, calculation rules, FAQs, and links to related setup articles.

TABLE OF CONTENTS

What is Taxes and Processing Fees for Services (v2)?

Taxes and processing fees in Services (v2) let you present a clean, itemized checkout to customers while keeping internal reporting accurate. Each Service automatically creates a linked Product. You attach manual tax rate(s) to that Product, and optionally add a processing/miscellaneous fee to the Service so both appear automatically when the Service is booked.

Key Benefits of Taxes and Processing Fees 

These benefits focus on transparency, compliance, and consistency across payments. Use them to reduce billing disputes and simplify reconciliation.

  • Cost recovery: pass through card/convenience costs with a labeled fee.

  • Compliance: meet local rules using accurate manual sales/VAT/GST rates.

  • Consistency: align totals across booking pages, appointment records, receipts, and exports.

  • Trust: show an itemized total before payment to reduce confusion and chargebacks.

Processing Fees / Miscellaneous Charges

A Miscellaneous Charge (processing fee) is an extra percentage-based line you add per Service (v2) to cover processing or convenience costs. The label and percentage are fully customizable and display as a separate line at checkout and on receipts.

What it does

  • Percentage-based fee (e.g., 5%) with a custom label (e.g., “Service Charge”).

  • Displays as its own line on the public booking form and on payment receipts.

  • Appears in the appointment record so staff can see the subtotal, fee, tax, and total.

Processing Fees / Miscellaneous Charges (image 1 of 7) What this shows Percentage-based fee (e.g., 5%) with a custom label (e.g., “Service Charge”). What this shows Illustrates the "Processing Fees / Miscellaneous Charges" section of "Taxes and Processing Fees for Services (v2)". This screenshot appears in the "Processing Fees / Miscellaneous Charges" section of "Taxes and Processing Fees for Services (v2)". The text alongside this image reads: Percentage-based fee (e.g., 5%) with a custom label (e.g., “Service Charge”). Displays as its own line on the public booking form and on payment receipts. Appears in the appointment record so staff can see the subtotal, fee, tax, and total. Immediately after, the guide continues: Manual taxes are attached to a Product, not directly to the Service. Because each Service has a linked Product, assigning tax rate(s) to that Product ensures the correct taxes are added to the booking total every time the Service is…. Image 1 of 7 What this coversPercentage-based fee (e.g., 5%) with a custom label (e.g., “Service Charge”). Displays as its own line on the public booking form and on payment receipts. Appears in the appointment record so staff can see the subtotal, fee, tax, and total.
Buttons and menus referenced Miscellaneous ChargeService (v2)What it does5%“Service Charge”public booking formpayment receiptsappointment record
Next stepManual taxes are attached to a Product, not directly to the Service. Because each Service has a linked Product, assigning tax rate(s) to that Product ensures the correct taxes are added to the booking total every time the Service is purchased.
All 3 steps in this procedure
  1. Percentage-based fee (e.g., 5%) with a custom label (e.g., “Service Charge”).
  2. Displays as its own line on the public booking form and on payment receipts.
  3. Appears in the appointment record so staff can see the subtotal, fee, tax, and total.

Manual Taxes in Services (v2)

Manual taxes are attached to a Product, not directly to the Service. Because each Service has a linked Product, assigning tax rate(s) to that Product ensures the correct taxes are added to the booking total every time the Service is purchased.

How it works

  • Each Service (v2) auto-creates a linked Product.

  • Add one or more tax rate(s) to that Product in Payments → Settings → Taxes.

  • When the Service is booked, those tax rate(s) are applied automatically.

Visibility in Bookings & Receipts

Knowing where fees and taxes appear helps teams verify totals and answer customer questions. The same totals carry into the appointment record for internal clarity and reporting.

You’ll see taxes and fees:

  • On the public booking form (itemized just above the total).

  • Inside the appointment modal for staff, including payment details.

  • On sales receipts emailed to the customer (when receipts are enabled).

Visibility in Bookings & Receipts (image 2 of 7) What this shows On the public booking form (itemized just above the total). What this shows Illustrates the "Visibility in Bookings & Receipts" section of "Taxes and Processing Fees for Services (v2)". This screenshot appears in the "Visibility in Bookings & Receipts" section of "Taxes and Processing Fees for Services (v2)". The text alongside this image reads: On the public booking form (itemized just above the total). Inside the appointment modal for staff, including payment details. On sales receipts emailed to the customer (when receipts are enabled). Immediately after, the guide continues: Proper setup ensures every booking reflects accurate totals, reduces customer confusion, and speeds up reconciliation. Follow these steps to configure both taxes and fees. Image 2 of 7 What this coversOn the public booking form (itemized just above the total). Inside the appointment modal for staff, including payment details. On sales receipts emailed to the customer (when receipts are enabled).
Buttons and menus referenced public booking formappointment modalsales receipts
Next stepProper setup ensures every booking reflects accurate totals, reduces customer confusion, and speeds up reconciliation. Follow these steps to configure both taxes and fees.
All 3 steps in this procedure
  1. On the public booking form (itemized just above the total).
  2. Inside the appointment modal for staff, including payment details.
  3. On sales receipts emailed to the customer (when receipts are enabled).

How To Set Up Taxes & Processing Fees

Proper setup ensures every booking reflects accurate totals, reduces customer confusion, and speeds up reconciliation. Follow these steps to configure both taxes and fees.

  1. In your Sub-Account, Click on Settings → Calendars → Services → select the Service to edit.

    Step 1 of 4: In your Sub-Account, Click on Settings → Calendars → Services → select… What this shows Step 1 of 4: In your Sub-Account, Click on Settings → Calendars → Services → select the Service to edit. What this shows Shows what to choose for step 1 of 4 in the "How To Set Up Taxes & Processing Fees" section of "Taxes and Processing Fees for Services (v2)". This screenshot accompanies step 1 of 4 in the "How To Set Up Taxes & Processing Fees" section of "Taxes and Processing Fees for Services (v2)". At this point in the walkthrough you in your Sub-Account, Click on Settings → Calendars → Services → select the Service to edit. The next step is to payments section → click Configure Taxes for This Service. Step 1 of 4Image 3 of 7 What to chooseIn your Sub-Account, Click on Settings → Calendars → Services → select the Service to edit.
    Buttons and menus referenced PaymentsConfigure Taxes for This Servicelinked ProductAdd Tax RateSavepercentagecustom labelfeetax
    Next stepPayments section → click Configure Taxes for This Service.
    All 4 steps in this procedure
    1. In your Sub-Account, Click on Settings → Calendars → Services → select the Service to edit. this image
    2. Payments section → click Configure Taxes for This Service.
    3. In the linked Product window, choose Add Tax Rate or select an existing rate → Save. (Optional) Add a Processing/Miscellaneous Fee on the Service → enter a percentage and a custom label.
    4. Save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt.

  2. Payments section → click Configure Taxes for This Service.

    Step 2 of 4: Payments section → click Configure Taxes for This Service What this shows Step 2 of 4: Payments section → click Configure Taxes for This Service. What this shows Shows what to click for step 2 of 4 in the "How To Set Up Taxes & Processing Fees" section of "Taxes and Processing Fees for Services (v2)". This screenshot accompanies step 2 of 4 in the "How To Set Up Taxes & Processing Fees" section of "Taxes and Processing Fees for Services (v2)". At this point in the walkthrough you payments section → click Configure Taxes for This Service. The next step is to in the linked Product window, choose Add Tax Rate or select an existing rate → Save. (Optional) Add a Processing/Miscellaneous Fee on the Service → enter a percentage and a custom label. Step 2 of 4Image 4 of 7 What to clickPayments section → click Configure Taxes for This Service.
    Buttons and menus referenced PaymentsConfigure Taxes for This Servicelinked ProductAdd Tax RateSavepercentagecustom labelfeetax
    Next stepIn the linked Product window, choose Add Tax Rate or select an existing rate → Save. (Optional) Add a Processing/Miscellaneous Fee on the Service → enter a percentage and a custom label.
    All 4 steps in this procedure
    1. In your Sub-Account, Click on Settings → Calendars → Services → select the Service to edit.
    2. Payments section → click Configure Taxes for This Service. this image
    3. In the linked Product window, choose Add Tax Rate or select an existing rate → Save. (Optional) Add a Processing/Miscellaneous Fee on the Service → enter a percentage and a custom label.
    4. Save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt.

  3. In the linked Product window, choose Add Tax Rate or select an existing rate → Save.
    (Optional) Add a Processing/Miscellaneous Fee on the Service → enter a percentage and a custom label.

    Step 3 of 4: In the linked Product window, choose Add Tax Rate or select an… What this shows Step 3 of 4: In the linked Product window, choose Add Tax Rate or select an existing rate → Save. What this shows Shows what to fill in for step 3 of 4 in the "How To Set Up Taxes & Processing Fees" section of "Taxes and Processing Fees for Services (v2)". This screenshot accompanies step 3 of 4 in the "How To Set Up Taxes & Processing Fees" section of "Taxes and Processing Fees for Services (v2)". At this point in the walkthrough you in the linked Product window, choose Add Tax Rate or select an existing rate → Save. (Optional) Add a Processing/Miscellaneous Fee on the Service → enter a percentage and a custom label. The next step is to save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt. Step 3 of 4Image 5 of 7 What to fill inIn the linked Product window, choose Add Tax Rate or select an existing rate → Save. (Optional) Add a Processing/Miscellaneous Fee on the Service → enter a percentage and a custom label.
    Buttons and menus referenced linked ProductAdd Tax RateSavepercentagecustom labelPaymentsConfigure Taxes for This Servicefeetax
    Next stepSave the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt.
    All 4 steps in this procedure
    1. In your Sub-Account, Click on Settings → Calendars → Services → select the Service to edit.
    2. Payments section → click Configure Taxes for This Service.
    3. In the linked Product window, choose Add Tax Rate or select an existing rate → Save. (Optional) Add a Processing/Miscellaneous Fee on the Service → enter a percentage and a custom label. this image
    4. Save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt.

  4. Save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt.

    Step 4 of 4: Save the Service. Future bookings will itemize the fee and tax lines… What this shows Step 4 of 4: Save the Service. What this shows Shows how to confirm for step 4 of 4 in the "How To Set Up Taxes & Processing Fees" section of "Taxes and Processing Fees for Services (v2)". This screenshot accompanies step 4 of 4 in the "How To Set Up Taxes & Processing Fees" section of "Taxes and Processing Fees for Services (v2)". At this point in the walkthrough you save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt. Step 4 of 4Image 6 of 7 How to confirmSave the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt.
    Buttons and menus referenced SavefeetaxPaymentsConfigure Taxes for This Servicelinked ProductAdd Tax Ratepercentagecustom label
    All 4 steps in this procedure
    1. In your Sub-Account, Click on Settings → Calendars → Services → select the Service to edit.
    2. Payments section → click Configure Taxes for This Service.
    3. In the linked Product window, choose Add Tax Rate or select an existing rate → Save. (Optional) Add a Processing/Miscellaneous Fee on the Service → enter a percentage and a custom label.
    4. Save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt. this image
    Step 4 of 4: Save the Service. Future bookings will itemize the fee and tax lines… What this shows Step 4 of 4: Save the Service. What this shows Shows how to confirm for step 4 of 4 in the "How To Set Up Taxes & Processing Fees" section of "Taxes and Processing Fees for Services (v2)". This screenshot accompanies step 4 of 4 in the "How To Set Up Taxes & Processing Fees" section of "Taxes and Processing Fees for Services (v2)". At this point in the walkthrough you save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt. Step 4 of 4Image 7 of 7 How to confirmSave the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt.
    Buttons and menus referenced SavefeetaxPaymentsConfigure Taxes for This Servicelinked ProductAdd Tax Ratepercentagecustom label
    All 4 steps in this procedure
    1. In your Sub-Account, Click on Settings → Calendars → Services → select the Service to edit.
    2. Payments section → click Configure Taxes for This Service.
    3. In the linked Product window, choose Add Tax Rate or select an existing rate → Save. (Optional) Add a Processing/Miscellaneous Fee on the Service → enter a percentage and a custom label.
    4. Save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt. this image

Frequently Asked Questions

Q: Can I use different fees for different Services?
Yes. Fees are configured per Service in Services (v2), so each Service can have its own percentage and label.

Q: Do tax or fee changes affect past bookings?
No. Edits affect new bookings going forward; previously completed bookings and receipts remain unchanged.

Q: Where can I export a report of collected fees and taxes?
Go to Payments → Transactions → Export CSV (and Orders CSV if used). Exports include columns for fee amounts/labels and taxes to support reconciliation.

Q: How do discounts and deposits affect the total?
Discounts reduce the taxable base on the linked Product and may affect the fee if the fee is calculated as a percentage of the service price. For deposits, the appointment modal and receipts show what was collected vs. remaining.

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