How To Add Tax / Discounts To An Invoice Or Quote

Discounts can be used in dollar amounts or percentages. To create a discount;

• • On your homepage, click the settings icon

 

• • Under the “Sales” section go to “Tax/Discount”

 

• • Click on “Discount”

 

• • Click “Add”

 

• • Enter a name and a value, either in percentages or dollar amount

 

• • Click “Save”

 

 

To create a tax percentage:

• • On your homepage, click the settings icon

 

• • Under the “Sales” section go to “Tax/Discount”

 

• • Click on “Tax”

 

• • Click “Add”

 

• • Enter a name, a value, and choose from one of the three tax options;

 

• • 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:

 

• • From the menu on the left-hand side, click “Invoices” or “Quotes”

 

• • Create a new invoice/quote or select one that has already been drafted

 

• • Click on the ellipses in the line item

 

• • 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:

 

• • From the menu on the left-hand side click “Invoices” or “Quotes”;

 

• • Create a new invoice/quote or select one that has already been drafted;

 

• • At the bottom of your invoice/quote you will see this;

 

• • Simply click on the discount button to apply it to your entire transaction.