Custom lines, discounts & tax

Add fixed-fee or one-off lines, apply a discount, and set a tax rate on an invoice. How quantities, rates, and the order of math work.

Beyond tracked time, you can add your own line items, knock money off with a discount, and apply a tax rate — all from the invoice builder.

Before you start

Role: OwnerAdminManager

These controls live in the invoice builder, a manager-tier screen, and only on Draft invoices.

Custom line items

Add a line that isn't tied to a time entry — a fixed fee, a deposit, a discount note, or anything else.

Add a custom line

In the builder, add a line and fill in a Description (required).

Set the numbers

Enter a Qty and Rate, and optionally a unit label (it defaults to fixed fee). You can also attach optional project or task headings so the line sits with related work.

Custom lines are not rounded — the quantity and rate you type are used exactly. (Quarter-hour rounding only applies to tracked time.)

Discounts

Choose amount or percent

Use the amount / percent toggle to enter the discount the way that's easiest — a flat figure or a percentage of the subtotal.

Apply it

The discount reduces the subtotal before tax.

However you enter it, a discount is stored as a flat amount on the invoice.

Tax

Set a single tax rate for the invoice. Tax is applied after the discount — so the order is:

Sum the lines into a subtotal.
Subtract the discount.
Apply the tax rate to what's left.
The result is the total.

When you send or otherwise finalise the invoice, these values — lines, the discount amount, and the tax rate — are frozen into the invoice snapshot and won't change later. See Immutable snapshots.

Tips

A single tax rate covers the whole invoice. If different lines need different treatment, reflect that in how you describe them.
Need to change a custom line after sending? You can't edit a Sent invoice's content directly — cancel and restore it to a Draft, or duplicate it.

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