# 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.

- Source: https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/taxes-and-processing-fees-for-services-v2
- Section: Calendars & Appointments / Services
- Reading time: 3 min
- Images: 7, each explained below
- Modified on Wed, 12 Nov, 2025 at 2:14 PM

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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.

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**TABLE OF CONTENTS**

-   [What is Taxes and Processing Fees for Services (v2)?](#what-is-taxes-and-processing-fees-for-services-v2)
-   [Key Benefits of Taxes and Processing Fees](#key-benefits-of-taxes-and-processing-fees) 
-   [Processing Fees / Miscellaneous Charges](#processing-fees-miscellaneous-charges)
-   [Manual Taxes in Services (v2)](#manual-taxes-in-services-v2)
-   [Visibility in Bookings & Receipts](#visibility-in-bookings-and-receipts)
-   [How To Set Up Taxes & Processing Fees](#how-to-set-up-taxes-and-processing-fees)
-   [Frequently Asked Questions](#frequently-asked-questions)
-   [Related Articles](#related-articles)

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# **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.

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## **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.
    

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## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056277687/original/CeohL25mWr6kUOr8WFZe4nbPGusDvjNX1w.png)

**Processing Fees / Miscellaneous Charges (image 1 of 7)**

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….
- What this covers: 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.
- Controls: Miscellaneous Charge, Service (v2), What it does, 5%, “Service Charge”, public booking form, payment receipts, appointment record
- Next: 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.

Full 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.

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## **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.
    

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## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056279159/original/5IzibjI_zEqifwFFE01gpVJOmAOrTP6oqg.png)

**Visibility in Bookings & Receipts (image 2 of 7)**

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.
- What this covers: 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).
- Controls: public booking form, appointment modal, sales receipts
- Next: Proper setup ensures every booking reflects accurate totals, reduces customer confusion, and speeds up reconciliation. Follow these steps to configure both taxes and fees.

Full 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).

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## **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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056278875/original/yxJAj75bsGQ_vMSQUctK1k9EyYbdXzELgA.png)

**Step 1 of 4: In your Sub-Account, Click on Settings → Calendars → Services → select…**

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.
- What to choose: In your Sub-Account, Click on Settings → Calendars → Services → select the Service to edit.
- Controls: Payments, Configure Taxes for This Service, linked Product, Add Tax Rate, Save, percentage, custom label, fee, tax
- Next: Payments section → click Configure Taxes for This Service.

Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056278902/original/Bm3jNyvhnfCa0LV_os3x5yRwGXiKmshqEg.png)

**Step 2 of 4: Payments section → click Configure Taxes for This Service**

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.
- What to click: Payments section → click Configure Taxes for This Service.
- Controls: Payments, Configure Taxes for This Service, linked Product, Add Tax Rate, Save, percentage, custom label, fee, tax
- Next: 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.

Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056279039/original/u377K1S3iRyCkkQTmxfAj1DqGTBCB9kIEA.png)

**Step 3 of 4: In the linked Product window, choose Add Tax Rate or select an…**

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.
- What to fill in: 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.
- Controls: linked Product, Add Tax Rate, Save, percentage, custom label, Payments, Configure Taxes for This Service, fee, tax
- Next: Save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt.

Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056279063/original/bKySYIg6nt9LmXNNTl0--OeaEI9uhyDD7g.png)

**Step 4 of 4: Save the Service. Future bookings will itemize the fee and tax lines…**

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.
- How to confirm: Save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt.
- Controls: Save, fee, tax, Payments, Configure Taxes for This Service, linked Product, Add Tax Rate, percentage, custom label

Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056279050/original/kSmY5JHsWDhGgR_NpC5GiEAc7IP1C02YNQ.png)

**Step 4 of 4: Save the Service. Future bookings will itemize the fee and tax lines…**

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.
- How to confirm: Save the Service. Future bookings will itemize the fee and tax lines automatically on the booking page, appointment record, and receipt.
- Controls: Save, fee, tax, Payments, Configure Taxes for This Service, linked Product, Add Tax Rate, percentage, custom label

Full 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

    

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## **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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## **Related Articles**

-   **[](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-add-taxes-overview)**[](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-add-taxes-overview)[How‑to Add Taxes – Overview](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-add-taxes-overview) 
    
-   [Collecting Payments in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/collecting-payments-in-calendars)
    
-   [PayPal in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/paypal-in-calendars)
    
-   [How to enable Sales Receipts for Order Form, Calendar and Invoice payments](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-manage-sales-receipts-for-order-form-calendar-and-invoice-payments)
    
-   [Workflow Trigger – Service Booking (Services v2)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/workflow-trigger-service-booking-services-v2)[](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/workflow-trigger-service-booking-services-v2)**[](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/workflow-trigger-service-booking-services-v2)**

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com