When creating or editing an unpaid or draft invoice, you can apply a specific discount and add any tax requirements (i.e. sales tax, GST, VAT, etc.). This article will outline both of these options and the various settings available.
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Adding a Discount to your Invoice
When creating or editing a specific invoice from your Invoices page, select the Add discount green text located directly under the subtotal.
From within the Add Discount pop-up, you can select the Type of discount you wish to apply (Amount off or Percent off) and then manually enter the Amount.
Note: Only one discount can be added, which will be applied to all of the items within the invoice.
Once the discount type has been selected and the amount has been entered, click the Apply button in the bottom right-hand corner of the pop-up and the discount will immediately be applied to the invoice's subtotal.
To make any changes, simply click directly on the Discount area within the invoice. From there, you will have the option to either edit or delete the discount.
Adding Tax to your Invoice
Depending on your local tax requirements, you may need to apply tax on items included within your invoices. If you have questions about collecting taxes, you should consult with a local tax advisor as Pixieset does not provide advice regarding requirements applicable to your business.
To apply tax to the invoice, select the Add tax green text located beneath the Discount area.
From within the Add Tax pop-up, you can enter the Tax Name (e.g. Sales Tax, GST, VAT, etc.) and Rate (%) along with the option to add your Tax ID.
Note: You can apply up to two different taxes to an invoice, though they will have to be added one at a time.
Once you've filled in the tax information, click the Apply button in the bottom right-hand corner of the pop-up and the tax will immediately be applied to the invoice's subtotal (minus any applicable discount).
To make any changes, click directly on the Tax area within the invoice. From there, you will have the option to either edit or delete the tax.
If your invoice contains an item that is non-taxable, simply hover over the item and click the More Options (•••) button to the right. From there, you can select the % Mark non-taxable option and the invoice's total will adjust accordingly.
If you need to report taxes, you can take advantage of the Export option in your Payments page (Studio Manager Dashboard > Payments) to help you along.
This will automatically generate a CSV file that automatically organizes details for your invoice payments across important columns, such as taxable amount, tax amount, non-taxable amount, discount amount, and more. For more information, click here.