Tax display on the invoice screen
Line items on the invoice screen display the pre-tax amount. To see the tax details for a line item, hover over the item to view a tooltip that includes:
The tax class name abbreviation (if one was set)
The tax rate percentage
The calculated tax amount for that line item
At the bottom of the invoice screen, the Subtotal, Discounts (if applicable), Taxes, and Invoice Total are all displayed as separate line items.
Note: Taxes are calculated at the line-item level, rounded to 2 decimal places, and combined to produce the total taxed amount. If discounts are applied, taxes are calculated on the discounted price—the tax rate is applied to the price after any discounts.
Tax display on the Chart screen
On the Chart screen, hovering over the Invoice Total displays a tooltip showing cumulative tax information for the visit. The tooltip shows a total tax amount rather than individual percentages, because a visit may include products with multiple different tax classes.
Tax information on the invoice PDF
Any applicable tax information is included in the invoice PDF generated at checkout. Tax amounts are displayed alongside the invoice totals on the PDF.
Frequently asked questions
Why does the invoice screen show the pre-tax price?
Line items always display pre-tax amounts. The tooltip on each line item shows the tax details, and the total tax amount appears at the bottom of the invoice screen.
How is the tax calculated when a discount is also applied?
Taxes are applied after discounts. The tax rate is calculated on the discounted price of the line item, not the original price.
What does the tax tooltip on the Chart screen show?
The Chart screen tooltip displays the total tax amount for the visit, not individual percentages, because a visit can include products with different tax classes.
Is tax information included on the invoice PDF?
Yes. All applicable tax information is included on the invoice PDF generated at checkout.
What does the invoice show if there are no taxes?
You will still see a Taxes line above the Invoice Total; it will just show $0.00.
Still need help?
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