Configuring Discounts and Taxes on Orders

Overview

Apply line‑item or order‑level discounts and select appropriate tax rates.

Steps

1. In the order form, locate Discount and Tax fields under line items.

2. Enter discount as % or fixed amount.

3. Select a tax rate from the dropdown or add a custom rate.

4. Review Sub Total, Discount, Tax, and Total.

5. Click Submit.

Tips

• Pre‑define tax rates under Finance > Settings for quick access.

• Toggle discount units between % and currency.

Troubleshooting

• Discount not applied? Check unit vs. percentage toggle.

• Tax shows zero? Ensure tax rates exist in Finance Settings.