Surcharges & Discounts on Invoices

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.

Printed Invoices and Documents

Surcharge and discount lines appear on printed invoice documents alongside your product and task lines. They are displayed with their name, percentage, and calculated amount, making it clear to your clients what charges or discounts have been applied.