Ensure the Marsello Discount Product is Taxable for Lightspeed Retail POS (X-Series)
When you connect Marsello to your Lightspeed Retail (X-Series), formerly Vend, POS, a Marsello Discount Product is created in your Lightspeed Retail (X-Series) Product list. This product is then used to add a discount or reward to your customer's purchase. This product is created and set to Default Sales Tax in Lightspeed Retail (X-Series). Ensuring that your Marsello Discount Product is Taxable helps to prevent calculation discrepancies for bookkeeping and reporting.
In this article:
- How to check and update the Marsello Discount Product in Lightspeed Retail (X-Series)
- How It Works - Your Customer's Experience
How to check and update the Marsello Discount Product in Lightspeed Retail (X-Series)
1. Log into your Lightspeed Retail (X-Series) account as a user with permissions to edit products.
2. Navigate to your Products page and search for the Marsello Discount Product:
4. Within the Edit Product page, scroll down to the Tax section and ensure that your Marsello Discount Product Tax settings are correct for each outlet:
⚠️ Important: If you have updated the tax settings in Lightspeed Retail (X-Series), it is important that you Reset Data to ensure the update syncs to your Lightspeed Retail (X-Series) POS.
How It Works - Your Customers' Experience
If the Tax setting on the Marsello Discount Product is set to No Tax, your customers will be paying more tax and your reporting will not properly reconcile.
When the Marsello Discount Product is set to No Tax, the customer pays taxes on the original price of all products before the discount is applied.
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