Using Discounts, Taxes and Shipping charges

You need to enable the Expansion Pack add-on to start using discount, tax and shipping features.

If you have already enabled the Expansion Pack add-on, please follow these steps to add taxes, shipping and discounts to your invoices.

  1. Click on the Settings link from the dashboard and then select System Preferences from the side bar.
    The Application Settings Link
  2. Your System Defaults are maintained on the System Preferences page. Scroll down to the bottom of the page to see four sections titled Discount, Tax 1, Tax 2 and Shipping with check boxes to Enable them.
    System Preferences Screen
    You can make each field active by clicking on its relevant check box.
  3. You can specify a default amount for the above fields. This can be a fixed amount like 200.00 or a percentage such as 20%.
  4. Tax 2 can be a compound tax (known as Tax on tax). If so you need to enable the Compound Tax option next to it.

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