BILLING: Items / Taxes / Discounts Settings

What is a Billing Item?

An Item is a service or product that is billed for on an Invoice or Estimate. It is accompanied by a quantity and rate.

Creating pre-configured Items will allow you to quickly add them while creating an Invoice, Estimate, Invoice Profile, Recurring Profile, or Accumulating Profile.

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How do I customize my Billing Items?

Navigate to Billing > Settings, and click the Items tab in the left vertical menu bar.

Click the +Add Item button.

A modal with appear with fields to fill out.

Name: The name of the service or product.

Description: An optional description of the service or product.

Rate: The monetary amount of a single quantity of the Item

Item Discount: An amount that will be automatically subtracted from the Total Value of the Item. You can choose to enter a value that is either an amount or a percentage.


What is a Tax?

A Tax is an additional fee that can be applied to an Invoice or Estimate.

Taxes are percentages, and can be applied in one of two ways. It can either be applied to an individual Item, or the overall Total.

How do I customize my Billing Taxes?

Navigate to Billing > Settings, and click the Taxes tab in the left vertical menu bar.

Click the +Add Tax button.

A modal with appear with fields to fill out.

Name: The name of the Tax.

Description: An optional description of the Tax.

Rate: The percentage of your Tax.

Apply Tax: You can choose to apply the Tax either before or after the Discount is calculated, if applicable.


What is a Discount?

A Discount is a deduction of an amount that can be applied to Invoices and Estimates.

It can be either an Amount or a Percentage, and can be applied in one of two ways. It can either be applied to an individual Item, or the overall Total.

How do I customize my Discounts?

Navigate to Billing > Settings, and click the Discounts tab in the left vertical menu bar.

Click the +Add Discount button.

A modal with appear with fields to fill out.

Name: The name of the Discount.

Description: An optional description of the Discount.

Rate: A numeral value that will either be a percentage or a monetary amount.

Rate Type: Choose to make the Rate value either an Amount or a Percentage.

TIP: If you set the Rate Type as "Amount", the currency will be based off of what you have your Invoice or Estimate configured as.

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