This article shows how to set up a staff member as self-employed on Phorest.
By marking a staff member as 'Self Employed' in Phorest, you can direct payments to their own PhorestPay account, include their business details on client receipts, and exclude them from your financial reports.
In this Article
Changing Staff to Self Employed
Go to Manager > Staff Members > Click the name of a staff member to open their profile.
Open the Self Employed tab and turn the Self Employed toggle to Yes. Enter the staff members' business details, and then click the Save button.
If the BUSINESS NAME and VAT NUMBER fields are left blank, receipts for this staff will default to the salon business name and VAT number.
VAT Exemption
This feature is only available to regions where VAT is applicable. It is not available in North America.
This setting lets you choose whether VAT is calculated for any sales under this staff member.
Individual Merchant Account (PhorestPay)
If you are using a PhorestPay Card Terminal, you can send PhorestPay funds for a self-employed staff member's sales directly to their bank account.
To do this, enable the Individual Merchant Account setting, then have your self-employed staff create their own PhorestPay account through PhorestGo 2.0.
Click here for a fully detailed setup guide.
Self Employed Staff Receipts
When a sale is processed for a Self Employed staff member, receipts will display the self-employed staff's business name and Tax number if entered. If nothing is entered in those fields, the regular business name/tax number will appear.
Printed Receipt
Email Receipt
Receipts for Sales Involving Employed & Self-Employed Staff
If a sale involves both employed and self-employed staff, the receipt will display the standard business information by default. However, if preferred, payment can be split into two transactions—one for the self-employed staff and another for the employed staff. This ensures the client receives two distinct receipts: one reflecting the self-employed staff’s business details and the other containing the regular business information.
Excluding Self Employed Staff from Financial Reporting
You can also exclude self-employed staff figures from the Financial Totals report.
Note: You can schedule an email report of the staff members' totals to be sent weekly. Check out this guide to see how to do this.