BILLING: Items / Taxes / Discounts Settings

How do I customize my Billing Items?

The  Items panel allows you to track and organize pre-configured Items that can be added to Invoices, Estimates, Invoice Profiles, Recurring Profiles, and Accumulating Profiles.

You can find the Items by navigating to  Billing > Settings > Items.

You can click the Options dropdown menu to edit or delete each Item.

Clicking Edit allows you to change the Name, Description, Quantity, and Rate. You also may choose to factor in a Discount, either by percentage or amount.


How do I customize my Billing Taxes?

The  Taxes panel allows you to create tax rates that can be applied to your Invoices and Estimates.

You can find Taxes by navigating to  Billing > Settings > Taxes.

You can click the  Options dropdown menu to edit or delete each Tax.

Clicking Edit allows you to change the Name, Description, and Rate. You also may choose to apply the tax before or after a Discount.


How do I customize my Discounts?

The  Discounts panel allows you to create discounted rates that can be applied to your Invoices and Estimates.

You can find  Discounts by navigating to Billing > Settings > Discounts.

You can click the  Options dropdown menu to edit or delete each Discount.

Clicking Edit allows you to change the Name, Description, and Rate. You can choose to apply the rate as a percentage or set amount.

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