Currencies, tax, discounts, and totals

Where to change currency and amounts

Open Taxes in the editor's section navigation. On mobile, select Edit first. This section contains Currency, Tax rate (%), Discount, Discount type, Shipping and Amount paid. Change quantities and rates in Items.

How the total is calculated

Each line is quantity multiplied by rate. The subtotal adds the line amounts. Percentage tax and percentage discounts both use the subtotal; a flat discount subtracts the entered amount instead. Shipping is added and recorded payments reduce the balance due.

For example, a $300 subtotal with 10% tax, a $20 flat discount and $5 shipping totals $315. After a $100 payment, the balance is $215. These are example settings, not a prescribed tax rate.

Check before exporting

Negative amounts, percentage discounts above 100%, flat discounts above the subtotal and payments above the total are rejected. The missing-information prompt takes you to a field that needs attention. Currency symbols and decimal places follow the selected currency; the current selector shows the available choices.

Review the currency, tax rate and payment information before saving or exporting. You remain responsible for the requirements that apply to your invoice.