What this guide helps you do
Invoice totals are built from line items. Choose a saved service or product whenever possible so reporting, tax, stock, and pricing remain consistent; use Free text for a genuine one-off charge.
- Add a service, product, or free-text item
- Change quantity, price, discount, and tax
- Edit or remove an item
- Apply an eligible promotion
- Check the final calculation
Add an item
Choose Add item
Select Service, Product, or Free text.
Choose or describe the item
Search for a saved service or product, or enter a clear custom description.
Check the numbers
Review quantity, unit price, discount percentage, and the resolved tax.
Add to the invoice
The item appears with its type, quantity, price, discount, tax, and total.
Edit or remove an item
Select the saved item row
Its fields return to the item form.
Make and save the correction
Recheck the item total and invoice totals.
Remove only when appropriate
Use the remove action on the row; verify that any product quantity, promotion eligibility, and grand total now make sense.
Apply a promotion
Choose Add promotion
Available promotions are evaluated against the current items and dates.
Read disabled reasons
A promotion can be unavailable because the invoice has no eligible service/product, the scope does not match, or its validity rules are not met.
Apply an eligible promotion
Its name appears below the items and the reduction appears in totals.
Recheck after item changes
Eligibility and the discount are recalculated from the currently staged items.
Read the calculation
- Subtotal is the item value before tax and promotions.
- Tax appears when taxable items produce tax.
- Promotions show as a reduction.
- Grand Total is the final invoice value before any payment history is considered.
Things worth knowing
- The same saved service or product with matching price, tax, and discount may be combined rather than shown as an unnecessary duplicate line.
- Promotions apply according to their service/product scope and maximum discount settings.