Selling across the country means sales tax in more than one place. This week Kaniva took on the watching and the paperwork.
New this week
Sales tax across states
- Collecting states: on Tax Settings, tick every state you're registered in. Warnings flag a state with no tax rate, or a rate that will never apply
- Automatic rates: for the two dozen or so states in the Streamlined Sales Tax program, including Minnesota, Kaniva loads official ZIP-level rates for free and refreshes them each quarter. Rates you type yourself always win
- Nexus Tracker: see how close you are, state by state, to the sales level where you'd have to start collecting tax there
- Nexus alerts: an email and a banner when you reach about 80% of a state's threshold, and again if you cross it
- Sales Tax Report: sales and tax by state and ZIP for any date range, with a CSV for your accountant
Packing slips you can scan
Packing slips now carry a QR code. Scanned by your team, it opens that box at the shipping station. Scanned by your customer, it opens a simple tracking page for their parcel, no login needed.
- Scan with Camera at the shipping station reads QR codes and barcodes with your phone or tablet, alongside your usual scanner
Sales Map
Settings → Sales Map plots your paid orders on a US map by ZIP code, with order count, sales and tax for each spot and a top-states table. Only ZIP codes are shown, never customer names or addresses.
Invoice payment reminders
Turn on reminders in Accounting → Settings and Kaniva emails a courtesy note three days before an invoice is due, then every seven days while it's overdue, until it's paid. Each invoice can follow the store setting, always send or never send.
A knowledge base for your support calls
Write answers to common questions in the CRM. Kaniva groups similar transcribed calls and drafts answers for you to approve, and suggests matching answers on a call's page. Available on request.
Smaller things that add up
- A contact's page shows total time on calls, all time and for the last six months
- Call follow-up tasks are created only for work your team owes, and speakers are labelled the same way all through a transcript
- Profit & Loss counts each invoice payment once, on the day the money arrived
- Cancelled and refunded orders no longer show a "Pending" fulfillment badge
Security and reliability
A routine security review found and fixed several issues; there is no sign any were ever used.
What's next
Deposits at checkout and email alerts when an invoice is paid online.