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:
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Step 1: In the Items section of the invoice, select a service, and quantity
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Step 2: Click on the "Add" button
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Step 3: Click on the 3 dots next to the added service and select "Edit"
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Step 4: Click on the Tax (Optional) drop down menu
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Step 5: Select a previously used tax or "Add a new tax"
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Step 6: You can add up to three taxes per line item
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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:
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Step 1: In the Items section of the invoice, select a service and quantity
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Step 2: Click on the "Add" button
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Step 3: Click on the 3 dots next to the added service and select "Edit"
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Step 4: Enter a value in the "Discount" field
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Step 5: Click on the "Discount Type" drop down menu and select percentage (%) or the currency that is configured on the service.
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Step 6: Click on "Save" to save the changes
To add Terms of service to an invoice, please do the following:
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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:
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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.