How To Add Tax / Discounts To An Invoice Or Quote
Discounts can be used in dollar amounts or percentages. To create a discount;
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- On your homepage, click the settings icon
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- Under the “Sales” section go to “Tax/Discount”
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- Click on “Discount”
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- Click “Add”
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- Enter a name and a value, either in percentages or dollar amount
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- Click “Save”
Note: Taxes can only be used in percentages.
To create a tax percentage:
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- On your homepage, click the settings icon
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- Under the “Sales” section go to “Tax/Discount”
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- Click on “Tax”
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- Click “Add”
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- Enter a name, a value, and choose from one of the three tax options;
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- Click “Save”.
Discounts and taxes can be applied to your invoice in one of two ways; per item or to the transaction as a whole.
To apply a discount/tax per item:
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- From the menu on the left-hand side, click “Invoices” or “Quotes”
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- Create a new invoice/quote or select one that has already been drafted
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- Click on the ellipses in the line item
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- You can choose from one of your pre-existing discounts created in your settings by clicking “Add Discount” or create a new discount. To add tax simple click “Add Tax”.
To apply a discount to the transaction as a whole:
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- From the menu on the left-hand side click “Invoices” or “Quotes”;
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- Create a new invoice/quote or select one that has already been drafted;
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- At the bottom of your invoice/quote you will see this;
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- Simply click on the discount button to apply it to your entire transaction.
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