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
- Create or open a new invoice
- Add a line item (description, quantity, price)
- Under the Tax column, click the dropdown
- Select an existing tax rate or click + 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
- Go to Settings > Invoicing > Tax Settings
- Click Add Tax
- Enter the tax name (e.g. NY Sales Tax) and rate (as a percentage)
- Click Save
Saved tax rates will be available when creating new invoices.
Adding a discount to an invoice
- Scroll to the bottom of the invoice
- Click Add Discount
-
Choose either:
- Percentage (e.g. 10%)
- Fixed amount (e.g. $50 off)
- Optionally add a label (e.g. Referral Discount)
- The discount will appear below the subtotal
Only one discount can be applied per invoice.
Notes and limitations
- Discounts apply to the invoice subtotal, before taxes
- Tax is calculated after the discount is applied to each line item
- Discounts and taxes will appear clearly on the client-facing invoice and PDF