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”

Add-Tax-Discount

  • Click on “Discount”
  • Click “Add”

Add-New-Discount

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

Add-New-Discount-form

  • Click “Save”
Note: Taxes can only be used in percentages.

To create a tax percentage:

  • On your homepage, click the settings icon
  • Under the “Sales” section go to “Tax/Discount”

Add-Tax-Discount

  • Click on “Tax”
  • Click “Add”

Add-New-Tax

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

Add-New-Tax-form

  • 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;

Add-Tax-Invoice-Quote-Whole

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

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