Wolbix Help Center  >  All the Info you Need  >  Payments

Can I Set Taxes, Discounts, Terms of Service, and a Due Date on a Wolbix Invoice?

Yes, Wolbix invoices can be completely customized.  Full details on creating an invoice can be located here.

Add tax to an invoice

Discount a line item on an invoice

Add terms of service to an invoice

Add a due date to an invoice

To add tax to an invoice, please do the following:
 

  • Step 1: In the Items section of the invoice, select a service, and quantity

  • Step 2: Click on the "Add" button

  • Step 3: Click on the 3 dots  next to the added service and select "Edit"

 
  • Step 4: Click on the Tax (Optional) drop down menu

  • Step 5: Select a previously used tax or "Add a new tax"

  • Step 6: You can add up to three taxes per line item

  • Step 7: When finished, click on "Save" and continue to edit the invoice

To discount a line item on an invoice, please do the following:
 

  • Step 1: In the Items section of the invoice, select a service and quantity

  • Step 2: Click on the "Add" button

  • Step 3: Click on the 3 dots  next to the added service and select "Edit"

 
  1. Step 4: Enter a value in the "Discount" field

  2. Step 5: Click on the "Discount Type" drop down menu and select percentage (%) or the currency that is configured on the service.

  •  Step 6: Click on "Save" to save the changes

 

To add Terms of service to an invoice, please do the following:

  1. In the "Terms & notes" section of the invoice, add any relevant information about the service.

 

To add a Due Date to an invoice, please do the following:
 

  1. On the main page of the invoice, you can add a due date to the invoice by clicking on the calendar icon

 

Still have questions? Contact us.