Your site settings control how your site appears to your customers. By adjusting your site layout, communication settings, and 3rd party integrations.

• Site Name: The name of your site, should have been populated from what you entered when you created your account.

• Site Description: This will show on social media when your site is shared.

• Site Image: Image that will show when your site is shared out on social media.

• Logo: Upload your logo. The size of this file must be under 5MB, with acceptable formats JPG, JPEG, or PNG.

• Favorite Icon: This is what displays on the browser tab - Upload your favicon. It must be a 16x16 favicon with a .ico file format.

• Header Scripts: Any script placed here will load in the header of your site. It's a great way to add custom CSS, or installation code snippets to your site. Read more here.

• Featured Course: This is the most predominant piece of content on your site's home page.

Example Site's home page with a featured course

Adding a Header Script

This allows you to extend functionality in many ways. For example, you might enable customer support chat with Helpscout's beacon, integrate with HelloBar for simple popups, or even use custom CSS to further modify the look and feel of your site.

To copy in a header script

1. Login with your Mavenseed account and click on the settings menu item within your Site Admin.

2. Click on the Scripts menu item on the right,

3. Here is where you can paste in your custom CSS, or 3rd party scripts. Multiple scripts may be added.

4. Click Update Site Scripts to see the results on your live site.

Additionally, you're able to add scripts to be loaded in the footer of each page of your site. Depending on the service you're integrating with, this may be required. To do so follow the same steps above, simply adding code to the footer section within Scripts.

Examples of services and usage of the Header Script field.

Custom CSS

If you'd like to push your Mavenseed site beyond the default options, and are savvy enough to do so. Paste in your custom CSS here to change background colors, image placements and much more.

Read more on Site Customizations.

Example Services to consider

Help Scout - A support messaging platform designed to keep your customers happy and your team in sync.

Hotjar - An easy way to gather visitor behavior through heatmaps, video records and funnel conversions,

HelloBar - Is a great way to add product announcements, messaging and email collecting pop-ups.

Intercom - Online support, marketing and documentation tool.

By default your site's menu will include links to the various features that are available within Mavenseed. As you begin structuring your content, you have the ability to rename and re-order these to your liking.

To add a new Link

While viewing your Settings > Links within your site's admin, click on the Add a Link link just below the existing site links in place.

At any time you may click and drag the order of your links to adjust how they display on your site.

If you happen to remove one of the core pages, no worries. Here is a list of core links available within Mavenseed.

Here's a few pages you can link to:

• Blog /posts

• Courses /courses

• Downloads /downloads

• Streams /live-streams

• Community /community

• Customer Login . /customers/sign_in

• Register /register

• Subscribe /subscribe

To add a submenu or nested menu

While viewing the Links tab within Settings, click the drop-down menu next to any existing link.

This will crate a drop-down menu within your main navigation.

Customize your site and make it yours by including your logo, and adjusting the color scheme and layout options.

• Primary Color: Primary color is the color used for all buttons, links, and other call outs,

• Text Color: Primary color used for text used on your site,

• Background Color: Primary color used for the background of your site's pages,

• Card Color: Primary color of the text within content cards. Cards are used to box or wrap your content on your site; posts, live streams, courses and downloads,

• Card BG Color: Primary color of the background of your content cards.

Header Layout

The header layout changes the structure of look of the navigation and logo bar at the top of your site. You may choose between a condensed version for a cleaner, more simple look, or a version with a header bar that offers more separation between the header and the rest of the page.

Page Layouts

After creating a page, scroll down to reveal further display options for that specific page. Header, Page and Footer Layout & Page Width + Background Images.

Within the communication settings you're able to link your existing Mailchimp account, add address that shows up on invoices and control customer activity email notifications.

Site Email: Appears as the "From:" field on transactional emails.

Connecting Mailchimp to your Mavenseed account.

Mavenseed also supports adding customers to your preferred newsletter provider. We currently support Mailchimp. You can set your Mailchimp settings under your sites communications settings.

What's an API Key?

API keys allow us to connect to various 3rd party services for syncing data. You can find your Mailchimp API Key here

Once you've added your API Key, click Save Email Settings and then use the drop-down list to choose which audience you'd like Mavenseed to add your customer emails to.

Filling out your Address for invoices

Enter in your business address to auto-populate on customer invoices and receipts.

Emails to Deliver

Here you are able to choose which events you'd like to be emailed about. Currently you may choose: Created Answer, Created a Comment and Created Question.

In addition to our Developers API, Mavenseed can integrate with the services you already use to expand your reach, help you manage customer support, and to automate your systems.

Our current list of integrations include:

• Mailchimp

• TaxJar

• Google Analytics

• Google Tag Manager

• YouTube

• Zapier

• Youtube

• Helpscout

• Rewardful

More integrations are being added all the time, further enabling you to grow your business.

Google Analytics is a free tool provided by Google to gain a deeper understanding of your customers. Google Analytics gives you the free tools you need to analyze data for your business in one place.

To learn more about Google Analytics visit here.

Setup

Once you create an account with Google Analytics, locate your tracking ID. Google recently updated Google Analytics, so we currently support two different forms of tracking ID's.

Legacy Google Universal Analytics - UA-XXXXXX

Google Analytics 3 Measurement ID - G-XXXXXX

Paste in your code and click Update Google Analytics

Upgrading to Google Analytics 4

Google is now prompting all Analytics users to upgrade to version 4. The process is painless but it does take a few steps on your end. Start by logging in to your Google Analytics account. You should see a banner like below. Just click "Let's go" to get started.

If you previously dismissed this banner, you can access the GA4 Setup Assistant within the admin section of your Google Analytics account.

All it takes is a click of a single button, and GA4 will start collecting data. Nothing else needs to happen within your Mavenseed site.

GTM is an important tool for any online businesses looking to better understand how their customers come into contact with, and engage a website. It works by sending Events to Google Analytics. As such, in order to use GTM, you must first setup Google Analytics.

How it Works

Once configured, you'll be able to track a number of Events, as described below. Some events may have properties attached to them. For example the viewed cart event will have the cart currency, and value. These properties (if available) will be listed below the description within each event.

Single Purchases

Recurring Subscriptions

Other

Setup

If you haven't previously setup an account with Google Tag Manager, navigate to this URL and start by creating an account. Select "Web" as the platform type.

You'll be presented with a screen prompting to install Google Tag Manager. Click "OK" to exit out of this prompt. Locate your GTM ID at the top of the page, and copy it to your clipboard.

Next, navigate to the Settings section of your Mavenseed site, then to the "Integrations" tab (admin/settings/integrations), and fill in the ID for Google Tag Manager.

Configuration

The only thing left to do is to configure GTM and GA. GTM works by using Tags, Triggers, and Variables. Here's a link with more information on that. We recommend at least being familiar with the terms and their meanings.

https://support.google.com/tagmanager/answer/6103657?hl=en

Google Tag Manager

Luckily GTM allows us to Export and Import these things, so we've got a file here that you can upload which will set everything up in a single shot.

1. Click the "Admin" tab in Google Tag Manager, then select "Import Container."

2. Choose "Existing" as the Workspace.

3. For the Import Option, if this is a new account, you can safely choose "Overwrite" because you haven't set anything up yet. Otherwise, select "Merge."

4. Download and unzip the file below.

5. Click "Choose container file" and upload .json file.

6. You will be shown a display like below, which is letting you know of all the tags, variables, and triggers that the above file will import. Go ahead and click "Confirm."

6. IMPORTANT! This step is very important and should not be skipped. You need to copy over your Google Analytics ID and paste it into the configuration tag for GTM. First, click the "Tags" item on the left menu, then find the GA4 tag (Google Analytics: GA4 Configuration).

Click GA4.

On the next screen, locate the measurement ID of G-XXXX.

You will need to paste in your Google Analytics Measurement ID into this field. You can find that by going to your Google Analytics property, clicking "Admin" (the gear icon on the lower left), then clicking Data Streams.

Locate your stream (you probably only have one), and click on it. On the panel that opens, you can locate your Measurement ID in the upper right hand corner.

Paste this ID into the Measurement ID field on the tag, within Google Tag Manager.

7. Last step! Submit your changes. Google Tag Manager works using Versions so that you can access the things you did in the past.

You should be set! You should start to see events within Google Analytics within 24 hrs.

Google Analytics

After 24 hrs you should start to see events within Google Analytics. The only thing to do in Google Analytics is to set the "subscribe" event as a conversion. This means that, out of all of the Events tracked for the Subscription funnel, "subscribing" is what we want the user to end up doing. So, it's setup as the conversion event.

1. Open up GA and navigate to Configure, then Events.

2. Toggle the option to mark "subscribe" as a Conversion Event.

Accessing Events

After you've configured GTM, you can access your events from within Google Analytics. Sometimes they will take a while to start populating, but you will eventually see them starting to come in under Reports / Engagement / Events.

How to get up and running with Mailchimp in Mavenseed.

1. Login with your Mavenseed account at http://mavenseed.com. From your Avatar drop-down menu on the top-right of the page, select the name of your site.

2. On the left hand side click Settings > Communications

• Site Email: Appears as the "From:" field on transactional emails.

• Mailchimp API Key: Used for subscribing customers to your email newsletter. Once you enter and save the API Key, a new option will appear below to select your preferred email list.

• Default Email List: After entering in your API Key, a new option will appear to choose which email list you'd like your customers to subscribe to.

Why would you integrate Mailchimp?

The primary reason would be to collect email addresses, tags, and events from your customers. Collecting email addresses happens in a number of different areas on your site:

• Site launch Page

• Product coming soon page

• Newsletter Widget in the page buildersite's launch page or product coming soon page, in addition to tagging subscribers, and powering events. Once you have added your Mailchimp API this email field will appear on coming soon product and your site's Launch Page.

Mailchimp Events

If a customer has consented to your sites marketing policy, and they are logged into your site, then we'll also send the following events to Mailchimp.

Mailchimp Tags

If you sell subscriptions, we'll automatically tag those customers in your Mailchimp account so that they can easily be segmented.

The following tags are send to Mailchimp under the below listed conditions:

Free Signup

When someone creates a free account they are tagged as free.

Subscribing

When a customer completes step one of the signup process, three tags are added:

• subscriber

• status-pending

• plan-PLANNAME

At this point the subscription still needs to be paid for by the customer. One they complete signing up, the tag status-pending will be changed to status-active.

If the customer decides to not continue subscribing, and they click "No Thanks" on the Call to Action Modal that pops up if they don't continue subscribing, then the status-pending tag will change to status-pending-canceled

The status is reflective of the subscription status as it changes.

For example, if the customer has canceled, they will be tagged with subscriber, status-canceled, plan-PLANNAME. The reason the customer stays tagged with subscriber is so that they can be segmented between status-active, status-canceled, status-expired, or status-trialing.

The PLANNAME uses the id of the Subscription Plan in Stripe or Braintree.

For Stripe Plans that do not have a custom ID set, this would be in the form of plan_xxxxx. For Braintree it would be the name of the plan that you set.

Zapier

Mavenseed sends information to Zapier like when a new customer subscription is created, or a payment is made. This is done by creating an app in Zapier (it's super easy), and copy and pasting a URL into the settings in Mavenseed. We'll send the following records to your Zapier supplied URL when they are created.

• Customer name & Email

• Order & Customer ID

• Payment and Tax information,

• Question Title & Link,

Follow the steps below to get Mavenseed connected to your Zapier account.

Step 1: Create a Zap

After creating an account, click on the "Create a new Zap!" button.

Step 2: Select Webhooks by Zapier

Step 3: Choose Catch Hook

Step 4: Click "continue" or "Test Trigger"

Step 5: Copy the Webhook URL that they give to you

Step 6: Click the Add Zapier Webhook button under admin/settings/integrations

Choose an Action. For example, if you wanted to send a Tweet everyone a project was featured, then choose the Featured Project action, and paste in the URL from Step 5.

Step 7: Click Update Zapier URL and when the page refreshes, you will be able to test the action that you just added.

Step 8: Back in Zapier, you should see your test sample

The rest is up to you!

To grab your Youtube Channel ID:

1. Sign into your YouTube Account

2. In the top right, click your account icon > settings,

3. On the left-hand side click on advanced settings,

If you have a Helpscout account you can display customer information inside of Helpscout when viewing the same customer.

The process of setting this up isn't hard, but it does have a few steps.

1. Create a Custom App in Helpscout

2. Locate the Helpscout mailbox id, and email

3. Update settings in Mavenseed

Create a Custom App in Helpscout

Open up Helpscout, and click on the Manage dropdown, then select "Apps."

Scroll to the bottom of the page and select "Custom App."

Add a name for the app. This can be anything, it's displayed on the card in Helpscout.

Choose "Dynamic Content" which will reveal a few more fields.

Add the Webhook URL using the URL below, but replacing XXXX with your sites subdomain.

https://xxxx.mavenseed.com/tenant_webhooks/helpscout_app

We decided to integrate with Digital Humani because they share a lot of our core values as a company, including the goal of being a force of good. After the integration is setup (it's so simple), a tree will be planted for every payment you receive.

As with our other integrations, this is entirely opt-in.

Here's how it works, generally speaking:

• Enter your Key and Enterprise ID from Digital Humani

• Select a reforestation project

• Pay for trees monthly!

Setting it up

Getting setup is pretty easy, but first you'll need to create a free account with Digital Humani.

1. Create a free account on Digital Humani.

https://my.digitalhumani.com/register

2. Locate your API Key and the Enterprise ID

3. Copy the API Key and Enterprise ID, and paste into the corresponding form fields within your site admin under admin/settings/integrations.

4. After updating the settings, the page will refresh, and you'll be able to select a reforestation project.

When completed you should have saved an API Key, an Enterprise ID, and you should have a project selected.

That's all there is to it!

Whenever you receive a payment, we'll send the data over to Digital Humani to plant a tree. There is an optional setting that will allow you to set a payment minimum in order to plant a tree. For example, if you sold a $1 sticker, you may not want to donate $1 for every sale.

How it works

Once you're setup, we'll show your customers that you're donating a tree during the checkout process, and we'll also display the project that you've chosen to support.

When orders are placed, and you receive a payment, we request a tree to be planted with Digital Humani. Tree plantings on payments are denoted with a tiny tree symbol when viewing the index of payments, as well as on the individual payment screen.

How you're billed

No money is actually sent to any service when you receive a payment. We simply send a request to Digital Humani to plant a tree.

Once a month (or sometimes longer, as some projects require a minimum tree count per order), Digital Humani will reach out to you and will confirm the number of tree requests for that month.

They will then get the reforestation project that you chose, to invoice you for the total number of trees billed at $1 per tree.

Mavenseed supports tax handling for U.S. Sales Tax, European VAT, and Australian GST across all of our payment gateways. Tax calculation methods depend on which payment gateway is being used. For Stripe, tax collection is handled via Stripe Checkout and Stripe Tax. For Braintree, tax calculations are handled by TaxJar.

The process is very similar for both Orders and Subscriptions, but they do diverge just a bit in terms of looks and feel.

Configure Site

First, decide how you'll collect taxes.

Mavenseed provides both exclusive and inclusive tax collection methods, providing you flexibility in how taxes are collected. Choose between Exclusive or Inclusive taxes via Settings > Taxes.

Exclusive

Choosing the exclusive option will add any taxes to the product price, such that the customer is charged directly for the taxes.

For example, if a product is priced at $25 USD and a 10% tax is collected, then the customer will pay $27.50 USD.

Inclusive

Choosing the inclusive option will include any taxes in the product price, such that the customer is not charged any extra for the taxes.

For example, if a product is priced at $25 USD and a 10% tax is collected, then the customer will still only pay $25.00 USD.

Be sure to think about this decision carefully! While it's not impossible to one day change Tax Collection Methods, it's not easy. This is because Stripe does not allow the tax behavior to be changed on existing products.

If you wanted to change the tax behavior, you would need to recreate all of your products in Stripe and ensure the Stripe Price ID's are all copied over successfully back to each of your individual products (Course, Download, or Live Stream).

The default option is exclusive, so no action is needed on your part if you wish to use this Tax Collection Method.

That completes the setup for your site. Next, we'll setup Stripe, then finally Braintree.

Mavenseed works together with Stripe Tax in order to provide support for Sales Tax, VAT, and GST. At a high level this involves syncing your Products with an accompanying Stripe Product, then setting a default Product Tax Category in Stripe.

Products

It's helpful to first understand how Products and Prices work with Stripe, and their limitations. If you haven't already, here's a great guide to read from Stripe:

How products and prices work

When you mark a Download, Course, or Live Stream for sale, we create a Product behind the scenes (you really never see this but it's ultimately what customers purchase). The Products price, title, and thumbnail are sent to your Stripe Account and an accompanying Stripe Product is created automatically.

Once created, we add the Stripe Price ID to your Mavenseed Product. This can be seen in the Sell tab when viewing your Content.

That little check mark indicates that your Product is in sync with the Stripe Product. If it's not in sync, you'll see an exclamation warning symbol, and it will offer you the option to automatically create a new product on Stripe and fill in the new Stripe Price ID.

In most cases this should never be out of sync once the Stripe Product is created, and the new price id is filled in.

Try It

Create a new Download under admin/downloads/new

Under the Sell tab, under Paid Access, give it a price, then create the product.

Log in to your Stripe Account, and click the Products tab. At the top will be the product that you just created. If you click the product you will see the Prices that Stripe has listed for this product.

Note: it's normal for the Stripe Price ID field on your Product in Mavenseed to be empty when it's first created, however upon refresh you should see it.

Stripe Price Gotchas

It is expected to see the Stripe Price ID change often on your Mavenseed Product, especially when you update the price of your product in the app. Since Stripe does not allow the Price on a Product to be changed (nor do they allow deleting), we have to create a new Price, then we set that as the default price in Stripe.

Therefore it's normal to see something like below:

In this case the original price was $5.00 (bottom). Then, the price was changed to $7.00 (middle). Finally, the price was changed back to 5.00 (top). This may look like duplicates, but the API ID's are all different if you were to view them fully (the end of the ID's are cut off).

And since Stripe doesn't allow us to delete Prices through the API, this is considered normal.

So long as the default API ID matches the Stripe Price ID on your product in Mavenseed, or, so long as the Sync utility has a green check mark, you'll be good to go.

Taxes on Orders

Stripe will apply your chosen Default Product Tax Category to all products. This category can be changed in your Stripe account. Currently Mavenseed does not support a per product tax code, but this is something that will be introduced in a future update.

Taxes are calculated and handled in Stripe Checkout for both Orders and Subscriptions. In all cases, Stripe uses the billing address to calculate tax. Once a customer completes a purchase, Stripe will use the billing address that it has on file for that Customer to calculate future taxes. This works for both Sales Tax, VAT, and GST.

Taxes on Subscription Payments

Stripe will use the address on file for the Customer to calculate taxes, and Stripe will only calculate the taxes if the address has been validated. Here's a guide on that:

Address validation

If Stripe cannot validate the Customer address when the recurring invoice is set to be charged, there are two options that the app will take; Bypass Taxes or Require Billing. This Tax Billing Behavior is a setting that you can change within admin/settings/taxes.

Bypass Taxes

If the address isn't verified by Stripe, then we will turn off tax collection for this Stripe Subscription and the Stripe Customer. By doing so, Stripe will not collect tax but will proceed to charge the customer.

This is the default option.

Require Billing

If you toggle this option, then Stripe will not charge the customer until their Billing Address is verified by Stripe.

Address Validation

Customers have the ability to update their Billing Address from within their Customer Account. Once the Customer updates their Billing, we immediately verify this address with Stripe. If all goes well, then we'll let the customer know that their address is verified. We'll also turn on Tax collection (if you have enabled this in Stripe) for all future recurring invoices.

If this address is not verified by Stripe, we'll still save the address, but we'll warn the customer that their billing address isn't recognized. At this time we'll also turn off tax collection IF you have changed your Tax Billing Behavior to Requires Billing. This will allow Stripe to continue to charge the customer, but skipping the attempt at tax collection.

This can be confirmed in Stripe but checking the customers Tax location status.

This is also reflected on the Customer Details card as shown below.

In our experience, you have to really butcher the address for it to not be recognized, so this should not be common.

However, we realize the potential loss of revenue here depending on your Billing Behavior preferences, so we will also show a warning when viewing this customer within your admin.

Since Braintree does not offer support for Sales Tax, we have built our own system to handle this functionality. It a high level overview it involves setting up a Tax Add On in side of Braintree, and if the customer needs to be charged VAT, then we dynamically set this price and charge them accordingly.

Setup

For Braintree we're going to create an Add-on with an arbitrary price, and a unique id. When a customer pays with PayPal, we'll calculate any taxes and override the arbitrary price that you'll set when creating the Braintree Addon.

1. Log in to your Braintree account and click the Add-ons/Discounts tab.

2. Click "New add-on"

3. Give it a special id of tax. The name and description can be whatever you wish.

4. Give it a price of 1. This amount be overridden if taxes are applied to a customer purchase.

That's it! No further setup is needed for Braintree.

Orders

Since Braintree does not have support for taxes, we calculate those ourselves.

We will calculate Braintree taxes for both one time payments, and recurring subscription payments. This works by locating the customer using their IP address, calculating the taxes according to their location, and displaying them accordingly.

Customers will also be shown a billing address field which will have the Country, State, and Zipcode pre-filled for convenience. If the Country, State, or Zipcode fields are changed then we'll recalculate the taxes.

The billing address must be fully completed before paying for a product or subscription.

The applicable Sales Tax is also shown to the customer when their order is confirmed, as well as on their PDF payment receipt when downloaded from their customer account.

Subscriptions

When your customer subscribes, we'll calculate any taxes and add them to the final subscription price. We also store the customers zipcode and state which the customer is able to edit within their account.

When a recurring payment is made, we'll again calculate any taxes (using their saved location) and again add them to the final invoice for the customers subscription.

If a customer doesn't have at least the Country, State, and Zipcode saved into their billing address, then no taxes will be collected.

When viewing their dashboard, the customer will always have an idea of what their next bill will be (unless they change their billing information before the next payment).

Gotchas

It's important to know that Braintree does not support Sales Tax, VAT, or GST. And although we've made a concerted effort to bridge these gaps, it's still not perfect.

Take these two Subscriptions as an example.

The tax is the same for both yet the Totals are slightly different. This is because, since Stripe natively integrates Sales Tax, they calculate the tax from the total amount going to use minus any Stripe Fees.

But since Braintree doesn't incorporate this, we calculate the taxes from the Sub Total.

Mavenseed integrates with TaxJar for collecting, reporting, and remitting sales tax for U.S. businesses. The decision and requirements for you to collect sales tax on your digital products depends on wether or not you have physical or economic nexus within a given state.

Setup

First, sign up for a TaxJar account. Once that is completed all you need is your Live Token for the SmartCalcs API.

You may find your Live Token via TaxJar > Account > SmartCalcs API.

Once you have located the Live Token copy and paste it into your Mavenseed TaxJar API Key, which you can find under Settings > Taxes > TaxJar API Key

When Sales Tax is Collected

Sales Tax will be collected on your customers orders and subscription payments if the below criteria is meant:

1. TaxJar is configured (steps shown above)

2. You have designated at least one state with nexus in TaxJar

3. The customer is located within a state with nexus while purchasing

If those three criteria are meant then sales tax will be collected and reported to your TaxJar account such that you may then handle remittance to the applicable states by whichever method you deem best.

FAQ

Do I have to collect sales tax?

If you're a U.S. based business that is selling digital products to U.S. customers then chances are you may need to begin collecting sales tax on those sales. Due to the South Dakota vs. Wayfair decision the precedent has been set for states to begin enforcing sales tax collection and remittance on the purchase of digital goods, even if you, the business are registered outside of that state.

For example, your business may be based in Kansas but if you have an employee in South Dakota and are selling to customers in South Dakota then you need to be remitting sales tax for those transactions. Or if you have 200 customers in South Dakota then you also are required to collect sales taxes. Gulp!

Thankfully this process is becoming easier and easier through the combination of Mavenseed and TaxJar.

How do enable sales tax on my products?

Simply connect your TaxJar account and configure nexus in Taxjar then we'll handle the calculations and collection of sales tax for your customers. We detect the customers location and then communicate with TaxJar to calculate applicable taxes, adding them onto the customers total at checkout.

Can I view a report of sales tax collected in Mavenseed?

You may view a report of all taxes collected, including a breakdown by type, via Reports > Taxes.

Do customers see sales tax on their receipt?

Yes! All calculated sales taxes will be shown as a line item on their receipt, clearly indicating exactly what tax they paid and how much. Tax information will also be shown on the download invoice provided to the customer.

Can Mavenseed remit my sales taxes for me?

No, we are not able to remit sales taxes (or any other taxes) for you or business. What we can do, however, is make this process easy for you by enabling to connect your TaxJar account, automatically logging every transaction in TaxJar for easy reporting and remittance.

How do taxes on recurring payments work?

When your customer starts their subscription, we collect their billing address and store it into their profile. The customer can edit this information at any time by visiting their Account.

We send the Country, the State, and the Zipcode to TaxJar and they provide the calculations for how much to collect. This amount is added onto the invoice prior to the automatic payment.

Setup

To begin collecting VAT from EU customers you must enter your VAT Business Number, which you can do via Settings > Taxes. Our system will then verify the number with the EU. So long as your VAT number comes back valid we will begin detecting and charging taxes as necessary.

FAQ

Do I have to collect VAT?

Wether or not you need to collect VAT is a complicated answer. In short, if you are based in, or have customers in the EU then you likely need to register for VAT and begin collecting it from your customers.

The first part is on you but we make the collection and reporting part easy!

How do I enable VAT on my products?

Simply enter your VAT Business Number via Settings > Taxes. We will then validate your number to ensure it's active. Once validated any customer that purchases from within the EU will be charged VAT.

If your VAT number does not validate VAT will not be collected from customers.

Can my customers enter their VAT ID for tax-free purchases?

Yes! When a customer purchases from your Mavenseed store they will be given the option to enter their VAT ID at checkout, so long as the VAT ID is validated then taxes will not be charged (this is known as the reverse-charge mechanism in the EU).

Are invoices with tax information provided to my customers?

Absolutely! Your customers may download an invoice for each purchase. This invoice includes all of the EU-required information from both you and your customer, such as billing address, tax amounts paid, tax rates, item descriptions, etc.

Can I view a report of sales tax collected in Mavenseed?

You may view a report of all taxes collected, including a breakdown by type, via Reports > Taxes.

How do taxes on recurring payments work?

When your customer starts their subscription, we collect their billing address and store it into their profile. The customer can edit this information at any time by visiting their Account.

We send the Country, the State, and the Zipcode to TaxJar and they provide the calculations for how much to collect. This amount is added onto the invoice prior to the automatic payment.

Your site comes with four stock forms you may use and customize out of the gate.

• Purchase or checkout - Form filled out to make a single purchase,

• Contact - A contact form that will be sent to your site's admin email address,

• Subscribe - Used by members subscribing to a subscription offered on your site,

• Register - Different from subscribe, typically used for free account registration.

To begin customizing the form click Edit to the right of the form you'd like to adjust.

Fields may be reordered by clicking the move icon and dragging the field to the preferred location, auto-saving the form.

Adding a new custom field

You may add as many custom fields as you'd like. Dragging in a new custom field will trigger a modal to appear enabling you to fill out additional information about the field.

• Input Label: This is the name of the field visible,

• Field Type: Single line of text, area text for longer answers or a number,

• Field Hint: Displayed below the field to your member to help them along,

• Is this field required: Make the field required or not by your member.

Form FAQ

When a member submits a contact form where does it go?

The contact form will be submitted to the site email set underneath the communications tab.

A stock contact form is enabled when you create your Mavenseed account set to email you at your site's email set up within your communication preferences.

• To customize your site's contact form head over to the form builder,

• Once your contact form is set up, you will also be able to embed your contact form in any page that utilizes the Page Builder.