How do I add line items, inventory, discounts, and taxes?
Build the body of an invoice — add lines, pull products from inventory, and apply per-line discounts and taxes.
The Line items step (step 3 of the wizard) is where you list what you are charging for. Each line has a description, quantity, and unit price, and can carry its own discount and taxes.
Add a line
- On the Line items step, fill in the first line — a description (required, up to 500 characters), Qty (must be greater than 0), and Unit price (0 or more).
- Click + Add line to add more lines.
- Watch the footer — it shows a running Subtotal and Estimated tax as you build.
Pull a product from inventory
Instead of typing a line by hand, you can insert a product you have saved in inventory.
- On a line, click the Inventory button to open the product picker.
- Choose a product. Its description, price, and quantity fill in automatically, and the line is linked to that product.
- If the product has a tax rule, it loads onto the line — unless taxes are already being handled at the invoice level.
Linking a product matters beyond convenience — issuing the invoice moves stock for finite products. See the inventory guides for how stock is decremented on issue and restored on void or credit note.
Per-line discounts
Each line can carry a discount:
- Disc. amount — a fixed amount off the line, or
- Disc. % — a percentage off the line.
These two are mutually exclusive, so use one or the other on a given line. For inventory-linked lines you can also pick a saved discount rule.
Use per-line discounts when only some items are discounted. For a discount across the whole invoice, use the invoice-level discount on the next step instead.
Per-line taxes
Add zero or more taxes to each line. For each tax you set:
- The type (such as GST, VAT, HST, PST, QST, Sales tax, and others).
- Exclusive (added on top of the price) or Inclusive (already contained in the price).
- The rate %.
- Compound — tax on top of another tax, available from the second tax onward.
Lines start tax-free. If your company has a default tax, it is seeded at the invoice level rather than on each line — see the discounts and notes guide.
How do I create an invoice?
Start a new invoice with the guided Classic wizard, and learn when to use the Classic or Modern editor.
How do I add an invoice-level discount, taxes, and notes?
Use the Discount & notes step to discount the whole invoice, add invoice-level taxes, and write customer and private notes.