Handle tax once per invoice and avoid manual recalculation.

Tax

• Line items can carry their own tax percentage; adjust per item if needed.
• Invoice-level tax toggle lets you add a flat amount or percentage across the subtotal.
• Keep currency aligned; percentages help when items vary in price.

Discounts

• Turn on discounts per invoice and choose amount or percentage.
• Use percentage for promos across all lines; use amount for negotiated adjustments.
• Discounts apply before tax/shipping totals are finalized.

Best practices

• Set default tax rates on commonly used items to reduce mistakes.
• Keep due dates realistic; overdue status kicks in when the due date passes with unpaid balance.
• Note local compliance (VAT/GST numbers) in sender/receiver details so PDFs stay compliant.