How do I add a pricing or invoice table?
Itemize prices inside a document, with taxes, discounts, and live totals.
The Pricing table block turns a document into an itemized quote or invoice — line items with quantities, unit prices, per-line discounts and taxes, and automatic totals. You can also make it payable, so the recipient can pay the total once the document is signed.
Add the block and its line items
- In the editor, open the Doc Blocks tab and drag the Pricing table (under Data) onto the document.
- Double-click the block to edit its rows in place. For each row set an item name, optional description, quantity, and unit price. Use Add row for more lines.
- Select the block to open its settings in the right sidebar (below).
Table settings
- Design — pick a look: Minimal, Bordered, Striped, Branded, or Elegant. Choosing Branded reveals an Accent color.
- Currency — pick a preset (USD, EUR, GBP, AUD, CAD, NZD, INR, JPY, SGD) or Custom (set the code, symbol, symbol position, and number of decimals).
- Columns — show or hide the Description column, add a Line discount or Line tax column, or add a Custom column.
- Discount — turn on Table discount and enter a value; toggle between a percentage and a flat amount.
- Tax — add table-level tax rows. Use a preset (GST 10%, VAT 20%, Sales Tax 7%) or Custom, then set each row's label, rate, and whether it's Exclusive or Inclusive.
- Totals — turn on Show subtotal, and optionally Amount paid (which shows a Balance due).
- Payment — turn on Collect payment for this block to let recipients pay the total after they finish signing.
Totals are calculated on the server
The figures shown while you edit are a live preview. The real totals — and any amount charged — are always recalculated on the server, so recipients can't be over- or under-charged.
One payable block per document
Only one block in a document can collect payment. Turning on Collect payment for this block turns it off on any other pricing or quote block. For an explicit Pay button instead, see Collect a payment.
Prefer a fielded invoice table?
There is also an Invoice / Simple table you place as a signer field rather than a block. It offers Settings, Summary, and Style tabs — with a full financial summary (subtotal, multiple tax rows, custom items, rounding, amount paid) and detailed styling. Use it when you need a classic invoice layout with a totals summary block; use the Pricing table block when you want the simplest path to a payable total.