Surcharges & Discounts on Invoices

Modified on Wed, 10 Jun at 10:55 AM

Invoices support percentage-based surcharges and discounts that are calculated against the combined product, task, and purchase line subtotals. These can be added manually or carried across automatically from a Project or Stock Sale when invoicing.

Adding a Surcharge or Discount

On the Invoice edit page, scroll below the product, task, and purchase line item tables. Click the Add Surcharge / Discount button to add a new row.

Each surcharge or discount row includes:

Type – Select Surcharge or Discount.
Name – A description for the line. Start typing to search saved templates, which will auto-fill the remaining fields.
% – The percentage to apply.
Tax Type – The tax treatment for the line. (Visible via the details toggle.)
GL Code – The general ledger account code. (Visible via the details toggle.)
Amount – Automatically calculated. Discounts show as negative values.
Tax – The tax amount, calculated from the line amount and tax rate. (Visible via the details toggle.)

[Screenshot: Invoice edit page showing the Surcharges & Discounts table]

How Amounts are Calculated

The surcharge or discount amount is calculated as:

Line Amount = (Product Subtotal + Task Subtotal + Purchase Subtotal) × Percentage / 100

Invoices include purchase order lines in the base subtotal calculation, unlike Quotes and Stock Sales. Amounts recalculate live as you modify line items on the invoice.

Invoices Created from Projects

When you invoice a Project, any surcharge and discount lines on the project are carried across to the invoice. Each invoice line maintains a ProjectPercentageLineItemId reference back to the originating project line, creating a clear audit trail.

Invoices Created from Stock Sales

Similarly, when a Stock Sale is invoiced, its surcharge and discount lines flow through to the invoice. These lines maintain a StockSalePercentageLineItemId reference for traceability.

Accounting Integration

When an invoice is synced to your accounting system (Xero, MYOB, or QuickBooks Online), surcharge and discount lines are included as separate line items on the accounting invoice. The GL Code and Tax Type fields determine how the line is categorised in your accounting system.

Tip: Ensure that your surcharge and discount templates have the correct GL Code and Tax Type configured so that invoiced amounts are posted to the right accounts in your accounting software.

Printed Invoices and Documents

To print these lines on an invoice, create a new table with the Alt Text Description of PercentageLines. From there, you have a range of merge fields that you can use

These fields are evaluated for every individual line item inside the document's PercentageLines table. If no table exists, these specific tokens will not be replaced.

Field	Description	Formatting / Logic
`[PercentageLineName]`	The name or description of the specific percentage line.	Plain text (Defaults to empty string if null)
`[PercentageLineType]`	The category or classification label of the line.	Uses a display label helper (e.g., "Surcharge", "Discount")
`[PercentageLinePercentage]`	The percentage rate applied to the line.	Formatted as a percentage with 2 decimal places (e.g., `10.00%`)
`[PercentageLineAmount]`	The base financial amount of the line item (excluding tax).	Standard currency/numeric formatting: `0.00`
`[PercentageLineTax]`	The tax amount calculated for this specific line.	Standard currency/numeric formatting: `0.00`
`[PercentageLineTotalIncTax]`	The gross total for the line item (Base Amount + Tax).	Rounded to 2 decimal places (away from zero), formatted as `0.00`
`[PercentageLineTaxName]`	The name of the tax type applied (e.g., "GST", "VAT").	Plain text (Defaults to empty string if null)
`[PercentageLineAccountCode]`	The accounting/ledger code assigned to this line.	Plain text (Defaults to empty string if null)

These fields are universal fields. They are always replaced on the document, regardless of whether a table is present or if the line item count is zero.

Field	Description	Formatting / Logic
`[PercentageLinesTotal]`	Sum of all line amounts (excluding tax).	Summed and formatted as `0.00`
`[PercentageLinesTaxTotal]`	Sum of all tax amounts across all lines.	Summed and formatted as `0.00`
`[PercentageLinesTotalIncTax]`	Combined sum of all line amounts and taxes.	Totalled, rounded to 2 decimal places, formatted as `0.00`

Surcharge Subtotals

Field	Description	Formatting / Logic
`[SurchargeTotal]`	Sum of line amounts where the type is `Surcharge`.	Summed and formatted as `0.00`
`[SurchargeTaxTotal]`	Sum of tax amounts for `Surcharge` items only.	Summed and formatted as `0.00`
`[SurchargeTotalIncTax]`	Gross total (Amount + Tax) for all `Surcharge` items.	Totaled, rounded to 2 decimal places, formatted as `0.00`

Discount Subtotals

Field	Description	Formatting / Logic
`[DiscountTotal]`	Sum of line amounts where the type is `Discount`.	Summed and formatted as `0.00`
`[DiscountTaxTotal]`	Sum of tax amounts for `Discount` items only.	Summed and formatted as `0.00`
`[DiscountTotalIncTax]`	Gross total (Amount + Tax) for all `Discount` items.	Totaled, rounded to 2 decimal places, formatted as `0.00`

Note: The appearance of surcharges and discounts on printed documents depends on your document template configuration. If you have custom document templates, you may need to update them to include the new percentage line items section.