How to Set Up Receipts and Tax in WP Career Board

How to set up receipts and tax for credit purchases in WP Career Board Pro: open Settings, then Credits, then Checkout and receipts, choose what billing details buyers enter, set a tax rate and tax label, add your business name, address, VAT or GST number and receipt number prefix, click Save Credit Settings, and check the Credit Purchase Receipt email under Settings, then Emails. These settings apply to Stripe and PayPal purchases; WooCommerce, Paid Memberships Pro and MemberPress use their own checkout, tax and invoices. Employers find their receipts under Receipts on the Credits tab of their dashboard.

Transcript

In this tutorial you will set up receipts and tax for credit purchases. You need WP Career Board Pro, installed and active. It takes about three minutes. There are five steps. Open Checkout and receipts. Choose billing details. Add tax. Put your business on receipts. Then check the receipt email. Step one. Open Checkout and receipts. Go to Career Board, then Settings, Credits, and scroll to Checkout and receipts. Buyers find their receipts in the Credits tab of their dashboard, and each purchase emails one. These settings apply to Stripe and PayPal purchases. A store such as WooCommerce uses its own tax and invoices. Step two. Choose billing details. This is what buyers enter before paying: name, email and country, or a full postal address for invoices. Company and VAT or GST number are always optional for the buyer. Step three. Add tax. Tax rate, in percent, is added on top of the pack price at checkout. Zero means no tax, as here. Tax label is the name shown on receipts, such as VAT or GST. With a rate set, employers are told that prices exclude tax. Step four. Put your business on receipts. Business name shows at the top of each receipt. Leave it blank for your site name. Add your business address and your VAT or GST number. Receipt number prefix starts every receipt number. Then click Save Credit Settings, at the foot of the card. Step five. Check the receipt email. Open Settings, Emails. Credit Purchase Receipt goes to the employer after each Stripe or PayPal purchase. Edit changes its subject and message, like any other email on this tab. That is all five. Open Checkout and receipts, choose billing details, add tax, put your business on receipts, and check the receipt email. Your credit purchases now carry tax and proper receipts. Next in this series: Add coupons for credits.