Taxes, discounts and extra charges

Tax rates

1. Under Tax Rates, tick Charge tax.
2. Click Add Tax and enter a name and rate, for example GST 5%. Add more than one if you charge several taxes, such as GST and PST. The Total Tax Rate shows below.
3. Or click Auto-detect from location to fill in the rates for the address in your Business Info. This replaces the rates you had. In the US it uses the state rate only, so add any local tax yourself.
4. Use Apply tax to to tax All taxable items, or only Materials or Labor.
5. Click Save Settings.

On a quote or invoice, each line has a Tax tick box, and Tax applies to changes what's taxed on that document. Each tax shows as its own line in the totals.

Tax-exempt customers

Edit the customer and turn on Tax Exempt. Their quotes and invoices then show a Tax exempt badge and no tax.

Preset discounts

Under Discount Options, click Add Discount and set a Discount Name, the Type (Percentage or Fixed Amount) and the Value.

Give a discount

• On one line: use the line's Discount column. Switch between % and $ with the button beside it.
• On a quote: turn on Apply Discount Group and tick one or more presets. They come off the subtotal, percentages first, then fixed amounts.
• On an invoice: turn on Apply Discount Group and pick a preset. Its discount goes on every line.

Extra charges

Under Additional Charges, click Add Charge for things like a shop supplies or card fee. Set the Charge Name, Type (Fixed Amount or Percentage) and Value. Tick Add to new documents automatically to add it to every new quote and invoice, and Taxable if tax applies to it.

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