OFFICE: 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 Generator, Recurring Generator, or Accumulating Generator.
CLICK HERE to learn about Billing
How do I customize my Billing Items?
Navigate to Office > Settings and click the Items tab in the left vertical menu bar.
Click the +Add Item button.
A modal will 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.
Automation Options: Automations set here will fire anytime this Item is in an Invoice that is marked as Paid or and Estimate that is Approved.
IMPORTANT: Please note: If you are creating Dynamic Items you will need to create the Item directly on the On-Demand Invoice Generator. The Dynamic Item can then be saved to the items list for future use.
CLICK HERE to learn more about On-Demand Invoice Generators
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 Office > Settings and click the Taxes tab in the left vertical menu bar.
Click the +Add Tax button.
A modal will 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.
Global Tax: When checked this tax will always be applied.
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 Office > Settings and click the Discounts tab in the left vertical menu bar.
Click the +Add Discount button.
A modal will 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 on what you have your Invoice or Estimate configured as.