Taxes, Markup & Discounts

Configure default tax rates, markup percentages, and convenience fees for your documents.

Configuring Taxes

Configuring taxes ensures your invoices and estimates are accurate and compliant with tax laws in your area. Access default taxes under Settings | Taxes.

What You Can Set

  • Default tax rate percentage
  • Default markup percentage
  • Multiple tax rates for different scenarios
Important: Tax laws and rates vary by location. Consult with a tax professional or research local tax laws to ensure you're configuring taxes correctly.
Tip: By properly accounting for taxes, you can avoid potential legal issues or penalties down the line.

Displaying Tax Registration Numbers

To show your tax registration numbers (HST, GST, PST, TPS, TVQ, etc.) on estimates and invoices, include them directly in the tax name label when configuring your taxes under Settings | Taxes.

Examples

Tax Name Rate
HST (# 123456789RT0001) 13%
GST (# 123456789RT0001) 5%
PST (# PST-1234-5678) 7%
TPS (# 123456789TQ0001) 5%
Tip: The tax name and rate appear at the bottom of your estimates and invoices. By including your registration number in the name, your clients will see it on every document — no extra configuration needed.

Markup

Markup allows you to add a profit margin on top of your costs.

How Markup Works

  • Markup is not visible to your clients
  • Use the Preview button to see how documents appear to clients
  • You can edit markup on individual documents as needed

Convenience Fees

The convenience fees feature allows you to decide how to manage credit card processing fees.

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Client

Pass credit card fees to the client, making them aware of the additional charges.

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Hide

Absorb fees yourself, ensuring seamless payments without extra costs shown.

Note: This flexibility lets you manage transaction costs in a way that best suits your business strategy and customer experience goals.