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Taxes & discounts

Add tax to the lines that need it and knock money off with a discount. Here's how both work and how they shape your total.

Tax rates​

Tax rates live in Invoice settings under Tax Rates. Each rate has:

  • Name: like VAT, GST, or Sales Tax.
  • Rate: the percentage.
  • Tax inclusive: whether the tax is already baked into your prices or added on top.
  • Default tax rate: mark one rate as your usual, so it's ready to go on new lines.

Inclusive vs exclusive​

  • Exclusive tax is added on top of the line. A 100 item with 10% exclusive tax comes to 110.
  • Inclusive tax is already part of the price. A 100 line with 10% inclusive tax stays 100, with the tax counted inside it.

Applying tax to a line​

Each line item has its own Tax dropdown. Choose No Tax or one of your configured rates. Because it's set per line, you can tax some items and leave others alone on the same invoice.

Discounts​

Click Add discount to take money off the invoice. A discount can be:

  • Percentage (%): a percentage off the subtotal.
  • Fixed Amount: a flat amount off.

You can add an optional description so the client knows what the discount is for.

How the total adds up​

  1. Subtotal: every line item added together.
  2. Discount: a percentage discount comes off the subtotal (capped so the invoice can never go negative).
  3. Tax: worked out on each line's amount. Exclusive tax is added on top; inclusive tax is already counted in the price.

The result is the total your client pays.