Keep pricing consistent by reusing saved items and applying charges with clear toggles.

Items

• Fields: name, description, price, tax %, and unit.
• Create items once; reuse them from the picker inside the invoice form.
• Update price or tax on the item to reflect new rates before adding it to a document.

Charges inside an invoice & estimate

• Discount: turn on and choose amount or percentage.
• Tax: apply an amount or percentage across the invoice total (line-item tax still respected).
• Shipping/extra fee: add a fixed or percentage cost.
• Total in words: optionally show the amount written out on the PDF.

Workflow:

1. Add line items from your catalog or free-type new ones.
2. Toggle Discount/Tax/Shipping as needed; the total recalculates automatically.
3. Confirm currency before finalizing totals.