Discount causes incorrect sales tax on invoice

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Paul Durant

• January 17, 2018 15:50
• Edited

I have a few clients for which I have agreed to discount my standard fees.  I like to show the discount on the invoice rather than adjusting the billing rate, however if I do this the net discount is shown at the bottom after the GST is added.  Since the GST is necessarily also being discounted, this means the wrong amount of GST is printed on the invoice.  This causes grief with the clients, since they are not claiming the GST that appears on the invoice and they need to manually calculate the breakdown.  Can the discount be applied on the invoice before the GST is added on?  I can't find a template laid out this way.  

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• Official comment

  

  Patrick Vernallis

  • October 26, 2017 15:35

  Hello Paul, 
  
  At this time, we do not have a way to toggle the Invoice Discount setup to to apply the discount to the line items prior to calculating the tax. However, we are aware of the issue this can cause when calculating GST or VAT. We do want to implement a type of discount-toggle that would cause the discount to be applied before or after taxes, but this would be a significant change from our current setup and this feature does not currently have an estimated timeline for completion. We will be sure to keep this ticket updated as we progress through the design and development phase of this new feature. Thanks and have a nice day!

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  Paul Durant

  • July 05, 2019 00:07

  Just wondering if there is any status update for this request?  

  I would still like to be able to include a discount on my invoice without messing up the GST amount (i.e. apply the discount before GST is calculated)

  Is there another way to add a discount line item even flat dollar amount that would show before the GST?

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