Add Discounts and Taxes to Invoices

What this guide covers

This guide explains how to add discounts and configure taxes on invoices in JobsiteOn. You will learn how to apply line-item and invoice-level discounts, set tax rates, and understand how these adjustments appear on the customer-facing document.

Adding discounts

Line item discounts

1. Open the invoice builder.
2. Find the line item you want to discount.
3. Click the discount field on that row.
4. Choose Percentage or Fixed Amount.
5. Enter the discount value.
6. The line item total updates to reflect the reduction.

Invoice-level discounts

1. Scroll to the Totals section at the bottom of the invoice builder.
2. Click Add Discount.
3. Choose Percentage or Fixed Amount.
4. Enter the value.
5. The discount is applied to the subtotal before tax calculation.

Screenshot: The invoice totals section showing a 5% invoice-level discount applied between the subtotal and tax lines.

Discount calculation order

When both line-item and invoice-level discounts are applied:

1. Line item discounts reduce individual item totals.
2. The subtotal is the sum of all discounted item totals.
3. The invoice-level discount is applied to the subtotal.
4. Tax is calculated on the amount after all discounts.

Tip: Show the discount as a separate line so the customer sees the value they are receiving. This builds goodwill and transparency.

Configuring taxes

Using the default tax rate

Your workspace default tax rate (set at /settings/taxes) is applied automatically to new invoices. The tax is calculated on the discounted subtotal.

Overriding the tax rate

If a specific invoice requires a different rate:

1. In the Totals section, click the tax rate field.
2. Enter the custom rate.
3. The tax amount recalculates immediately.

Tax-exempt invoices

Set the tax rate to 0% for tax-exempt customers. The tax line disappears from the customer-facing document.

Note: If a customer provides a tax exemption certificate, reference it in the invoice notes for your records.

How discounts and taxes appear on the document

On the customer-facing invoice PDF and portal:

Line	Example
Subtotal	$1,000.00
Discount (5%)	-$50.00
Tax (8.25%)	$78.38
Total	$1,028.38

Animation: The totals section updating in real time as a discount is added and the tax recalculates.

Best practices

• Apply discounts consistently based on your pricing agreements.
• Always verify the tax rate matches your jurisdiction requirements.
• Include a note explaining the discount reason for transparency.
• Review the total after applying discounts and tax to confirm accuracy.

Related articles

• Create and Manage Invoices
• Add Line Items and Set Pricing
• Add Discounts to Quotes