Charge types are configured under Risk.
Shopify calculates tax on a manual charge from your store tax settings and the customer’s address, and doesn’t take a rate supplied per line. That’s why a custom charge is limited to shop rates or zero, and why a specific rate has to come from a product.
How it works
A custom charge becomes a custom line on the draft order that collects it, carrying the Tax setting you chose. A charge with a charge type becomes a line for that charge type’s product variant, priced at the charge amount, so Shopify taxes it the way it taxes that product.
A line from a charge type also carries a Charge type attribute alongside the Charge and SKU attributes.
A charge takes a copy of its charge type’s tax setting when the type is assigned, and that copy is fixed from then on. Editing a charge type later doesn’t change charges already raised against it, and deleting one leaves its charges in place without the type.
Create a charge type
1
Open the Charge types section
Go to Risk and find Charge types.
2
Add a charge type
Select Add charge type, enter a Name the charge is raised under, such as
Damage claim, and an optional Description.3
Set the tax
Set Tax to Apply shop tax rates, or to No tax (0%) for a tax-exempt charge such as a damage claim. Select Save.Supercycle creates an unlisted Shopify product with a single variant priced at
0.00, marked not taxable when you choose No tax (0%). The price on the product is never used, because the charge amount is applied as a price override when payment is collected.Set a specific tax rate
Supercycle only offers your shop rates or zero. Any other rate, such as a reduced VAT rate, comes from Shopify, applied to the product behind a charge type. Shopify calls this a product tax override, and it applies to a collection rather than to one product, so the setup spans both admins.1
Create the charge type
Add the charge type with Tax set to Apply shop tax rates.An override only applies to a variant that’s taxable at all. A charge type set to No tax (0%) stays at zero whatever override you add.
2
Find the product in Shopify
Go to Products and search for the charge type’s name. Its status reads Unlisted, which keeps it out of storefront search, collection pages, and recommendations while it still behaves like an active product in carts, checkout, orders, and draft orders. That’s where charges are collected, so the override still applies.
3
Add it to a manual collection
Create a collection, set its type to Manual, and add the charge type’s product. Group charge types that share a rate into one collection, and use a separate collection for each rate.Overrides only work with products you add to a collection by hand. An automated collection doesn’t qualify.
4
Add the override
Go to Taxes and duties and select the country you charge in. Under Product overrides, select Add override, select your collection and the region, enter the rate in Tax rate, and select Add override.The percentage you enter is the rate collected, not the amount exempted. Overrides are set per country or region, so repeat this for each one you raise charges in.
5
Raise a charge against the type
The charge is collected as that product’s variant on a draft order, and Shopify applies the override rate instead of your standard rate.
Saving a charge type in Supercycle pushes its Shopify product again. Check the product is still in your override collection after you edit a charge type, and before you rely on the rate for a real charge.
Raise a charge against a type
When you create a charge from a cycle, Charge type lists Custom plus every charge type you’ve set up, with a type that carries no tax marked (0% tax). Select Custom to enter a one-off amount and set its Tax yourself. Select a charge type and the Tax choice doesn’t appear, because the type brings its own setting. The charge page then shows Charge type and Tax on the charge. The Create charge Flow action takes ataxable field, on by default. A charge raised from Flow is always a custom line, so it can’t use a charge type.
Charge type FAQs
Why can't I enter a tax rate on the charge itself?
Why can't I enter a tax rate on the charge itself?
Shopify calculates tax on a draft order’s custom lines from your store tax settings and the customer’s address, and doesn’t accept a rate supplied per line. The only per-charge control is on or off. Any other rate has to come from a product, which is what charge types are for.
Can I set a reduced rate on a custom charge?
Can I set a reduced rate on a custom charge?
No. A specific rate comes from a Shopify product tax override, and a custom charge has no product behind it. Create a charge type for that rate instead, then follow Set a specific tax rate.
Do charge types show up on the storefront?
Do charge types show up on the storefront?
No. The products Supercycle creates for charge types are unlisted, so customers don’t see or buy them directly. They’re only used as the line item when you collect a manual charge.
I changed a charge type's tax setting, so why is an old charge unchanged?
I changed a charge type's tax setting, so why is an old charge unchanged?
The tax setting is copied onto the charge when the charge type is assigned, so a charge keeps the setting it was raised with. Only charges created after the edit pick up the new setting.
Does the tax setting affect the charge's invoice document?
Does the tax setting affect the charge's invoice document?
Yes. A tax-exempt charge no longer shows a share of the paying order’s tax, so the document for a damage claim reads as zero-rated.