Tax, discount and currency rules applied to every invoice
Benefits
Tax, Discount & Currency Rules: what you get
Choose your invoice currency
Pick the currency your invoices use and amounts are formatted with the right symbol on screen and on the PDF.
Tax as its own line
Set your tax rate and show tax as a separate line so clients see the subtotal, the tax and the total clearly.
Discounts your way
Offer a default discount as a percentage or a fixed amount, and choose whether it applies before or after tax.
The AI follows the same rules
Invoices drafted in chat use your saved currency, tax and discount settings, so they match the ones you create by hand.
Custom fields and terms
Add the extra fields your industry needs, such as a policy number or site address, and terms and conditions that print as bullet points.
Step by step
Tax, Discount & Currency Rules: how it works
- 01Learn more
Answer the Rules questions
Currency, tax, default discount and whether you track advances.
- 02Learn more
Create an invoice
In the form or the chat; the rules are applied automatically.
- 03Learn more
Override when needed
Mention a different tax or discount for a one-off job and that invoice uses it.
FAQ
Tax, Discount & Currency Rules: frequently asked questions
Can I invoice without tax?
Yes. If you do not charge tax, leave it off and no tax line is printed.
Is the discount applied before or after tax?
You choose. The Rules page lets you set the discount to apply before or after tax.
Can the discount be a fixed amount instead of a percentage?
Yes. Discounts can be a percentage or a fixed amount.
Does Invooza give tax advice?
No. Invooza applies the rate you set. Check with an accountant for the rate and rules that apply to your business.
Set up your invoice rules with Invooza
Create your free account, set up your business once, and send your first invoice today.
Explore
More from Invooza
About Invooza- AI Invoice GeneratorGenerate professional PDF invoices in seconds with Invooza's AI invoice generator. Describe the job in chat, and the AI fills the client, line items and terms, then applies tax and discount from your saved rules.
- Invoice TemplatesChoose from 14 professional invoice templates: corporate, minimal, bold, dark and more. Every template is rendered with your logo, tagline and brand colours, and you can upload an existing invoice to match its look.
- AI Logo GeneratorGenerate logo concepts for your business with AI. Describe what you do, pick a style and colours, and get several logo options that go straight onto your invoices and website.
- AI Website BuilderBuild a one-page business website in minutes. Invooza writes the copy, generates on-brand photos, applies your logo and colours, and publishes at your-business.invooza.com.
- Send Invoices by EmailEmail an invoice to your client straight from Invooza. Pick a saved client or type an address, edit the subject and message, and the branded PDF invoice is attached automatically.
- Client ManagementKeep every client's business name, contact person, email, phone and address in one searchable list. Invooza reuses saved clients in the invoice form, in the AI chat and when emailing invoices.
- Products & Services CatalogSave the products and services you sell with a description, unit and price. Drop them into any invoice in one click, or let the Invooza AI assistant use your saved prices.
- Advance Payment InvoicesCreate invoices that show advance payments and the balance still owed. Record one or more advances with dates and Invooza prints each under the total, followed by the balance due.
- Invoice TrackingTrack every invoice in one list. Mark invoices paid or unpaid, see paid and unpaid totals by currency, reopen any invoice to edit it, and download or email the PDF again.