Numeral

When enabled on a campaign, the Numeral plugin will perform tax rate calculations on your checkout page and your Order Entry page within the CRM. The enabled campaigns will send sales, upsells, rebills, and refunds/voids to Numeral for calculations and reporting.

Enabling and Setting Up the Numeral Plugin

Step 1.

Activate the Numeral plugin

• Pick the Admin section from the navigation sidebar

• Go to the Plugins page (Admin->Plugins)

• Pick the Tax Services tab

• Click the Numeral tile

• Click + Activate.

Step 2. Enter needed information for the plugin

• Enter the API Key received from Numeral

• Enter a Friendly Name for this plugin, to identify it on Campaigns

• Use sendTransactions to save transactions in Numeral. Uncheck this to calculate tax only.

• Use taxIncludedInPrice to calculate VAT

• Use calculateShippingTax to calculate tax on shipping

• Use excludeTestCards to not calculate tax on test orders

Step 3. Press the green Connect button to connect your Numeral account to CheckoutChamp.

Step 4. Add Numeral to Campaigns