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Invoices and payments

How to add tax, discounts, and notes

Add a discount, tax, and internal notes to an invoice before saving or sending it.

Updated

For: Owner, Admin

Before You Start

  • Confirm the base price before applying adjustments.
  • Use the tax rate that matches your business and location.
  • Internal notes are for your team, not a replacement for the customer message.

1. Review Lines

  1. Complete service, quantity, and unit price.
  2. Review the subtotal.
  3. Add more lines if the invoice includes several services.
How to add tax, discounts, and notes

2. Turn On Discount and Tax

  1. Check Discount and enter amount and reason.
  2. Check Tax and enter the rate.
  3. Review subtotal, discount, tax, and total.
How to add tax, discounts, and notes

States You May See

Discount

Meaning: Reduces the subtotal before the final total is calculated. Where it appears: Invoice form. Next step: Review type, amount, and reason. It does not mean: It does not mean the customer already approved the adjustment.

Tax

Meaning: Adds tax to the total using the rate entered. Where it appears: Invoice form. Next step: Verify the rate and final total. It does not mean: It does not automatically configure tax reporting.

Total

Meaning: The final amount calculated from services, discount, and tax. Where it appears: Bottom summary. Next step: Review it before saving or sending. It does not mean: It does not mean payment was collected.