Using Taxes and Discounts in Relay Invoices

Relay allows you to apply taxes and discounts to your invoices, so your billing stays accurate and compliant. You can add tax rates to individual line items, apply percentage or fixed discounts, and manage your tax settings in one place.

This article walks through how to apply and manage taxes and discounts within an invoice.

Adding tax to an invoice

1. Go to Invoices > Create New Invoice
2. On Step 2, under your Line Items, select Add beside the Tax field
3. Select an existing tax rate or click Create New Tax to add a new one

Tax rates are applied per line item. You can apply different tax rates to different items.

Creating or editing tax rates

1. Go to Invoices > Settings > Taxes & Discounts.
2. Click Create New Tax, or choose to edit or delete existing tax rates. Add Tax
3. Click Save

Saved tax rates will be available when creating new invoices.

Adding a discount to an invoice

1. Go to Invoices > Create An Invoice
2. On Step 2, under your Line Items, select Add beside the Discount field
3. Select an existing discount or choose Add New Discount.
4. Choose either:
   • Percentage (e.g. 10%)
   • Fixed amount (e.g. $50 off)
5. Provide a name for the discount and select Create
6. Choose to apply the discount before or after taxes have been applied

Only one discount can be applied per invoice.

Notes and limitations

• Discounts can be applied before or after any taxes have been applied
• This can be adjusted at any time within any individual invoice or within your account's Invoice Settings.
• Discounts and taxes will appear clearly on the client-facing invoice and PDF