Taxes

Table of Contents

Issue a Tax Invoice (Taiwan)

Learn how to apply Tax Invoice to transactions using the Eats365 POS and set Custom Tenders to be included or excluded from a Tax Invoice.

In Taiwan, establishments are required by the government to issue a tax invoice for every transaction. In this article, you’ll learn how to issue a tax invoice for transactions and use a Custom Tender as payment for tax-exempt transactions.

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Tip: To check if a Tax Invoice has been issued for a table, refer to the “Issue Invoice Status” indicator in the table details. This is especially helpful if issuing Tax Invoice is disabled for select POS terminals.

Issue a tax invoice

To issue a tax invoice to a transaction, follow the steps below:

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Important: If all Invoice Numbers have been used, the POS will prompt that you must generate new Invoice Numbers before proceeding with a transaction. This message appears upon tapping the “Pay” button on the order-taking screen (if the “Require Payment when Placing Order” setting is enabled in Dine-in or Takeout settings) or on the payment screen (if the setting is disabled). To learn how to get new Invoice Numbers, refer to Manage Tax Invoice preferences (Taiwan).

Log in to the Eats365 POS.
On the order-taking screen, select the order that you’d like to close and issue a Tax Invoice.
Tap Pay, then select the preferred tender.
On the order, select the preferred invoice type.
Note: If the preferred invoice type is Paper, you can proceed directly to payment by tapping Pay.
- Uniform Business No.
- Carrier
- Donation Code
Tap Scan and scan the customer’s Uniform Business Number, Carrier, or Donation Code QR Code. If the QR Code is unavailable, manually enter the Uniform Business Number, Carrier, or Donation Code in the field, depending on the invoice type you selected.
At the bottom right, tap Pay to proceed.

Once the payment has been processed, the order information, including the selected invoice type, will be sent to the E-Invoice Platform that you linked to the POS. You can check the transaction details on the E-Invoice Platform’s portal.

For Paper and Uniform Business No. invoice types, the printer will print out a physical copy of the Tax Invoice.

Issue a tax invoice for a Custom Tender

You can set a Custom Tender to be issued a Tax Invoice or exempted from Tax Invoice when used.

Custom Tender included in Tax Invoice

If you set a Custom Tender to be included in a Tax Invoice and use that Custom Tender as the payment method for an order, the total order amount will be taxed. For example, if the order amount is $60, then $60 would be included in the Tax Invoice.

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Tax-exempt Custom Tender

In general, orders are expected to be paid with money in the form of cash, credit cards, and more. With monetary transactions, businesses are tasked to collect taxes based on the amount of a purchase that can be taxed. In cases where, for example, a meal was given for free and therefore no payment was collected, you may need to make exceptions in how the order's total amount will be taxed to avoid discrepancies in your records.

You can create a Custom Tender and set it to be exempt from tax to use for purposes such as payment for when a customer uses a cash or meal voucher that they purchased separately to pay for their order. Since the voucher was already taxed upon purchase, it doesn’t need to be subject to tax again. For example, if the customer’s total bill amounts to $90 and they use a $30 voucher, you can use a Custom Tender to make the $30 voucher exempt from tax. In this case, only $60 would be subject to tax. When a Custom Tender is exempt from tax, it will show up as a discount on the order.

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Tip: You can also create a Custom Tender for your restaurants staff’s free meals when they dine at your restaurant as a paying customer. In this case, the staff will be rightfully taxed for their purchases, and if they’re entitled to employee perks such as a free set meal, you can use the Custom Tender as payment for the free set meal so that the staff won't be taxed for the set meal they didn’t pay for.

Set Tax Invoice setting for a Custom Tender

To configure a Custom Tender’s Tax Invoice setting, follow the steps below:

Eats365 POS

Log in to the Eats365 POS.
At the top left, tap Settings .
Under "Settings," tap Tenders.
Under "Custom Tender Types," select the custom tender type, or tap Add Custom Tender Type to create a new custom tender.
Turn Issue Tax Invoice on or off .
At the top right, tap Save to confirm.

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Merchant Portal (Classic Theme)

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Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Restaurant Settings. Then, click on Tender Settings.
Select Custom Tender Type.
Next to the custom tender type, click on Edit , or at the top right, click on +Custom Tender Type to create a new custom tender.
Turn Issue e-Invoice on or off .
Click on Add to confirm.

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Merchant Portal 2.0

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Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Restaurant Settings. Then, click on Tender Settings.
Select Custom Tender Type.
Next to the custom tender type, click on Edit , or at the top right, click on Add Custom Tender Type to create a new custom tender.
Turn on Issue e-Invoice on or off .
Click on Save to confirm.

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Reprint a Tax Invoice

To reprint the generated Tax Invoice of a completed or voided order, follow the steps below:

Log in to the Eats365 POS.
At the top right of the Table Map or the order-taking screen, tap Order List . Then, search and open the order that you want to reprint the Tax Invoice of.
Once the order is selected, tap To Payment.
Tap Receipt , then select if you’d like to print only the Tax Invoice or both the order receipt and Tax Invoice.