A discount lowers the amount of an invoice, a charge adds to it, for example a delivery or handling fee. You can add them to the whole invoice or to a single line. This article explains where you can add each kind and how totals are calculated.
Where you can add discounts and charges
In the validation view of an imported invoice: on the whole invoice and on single invoice lines.
In Document Creator: on single invoice lines. Discounts and charges on the whole invoice are not available there yet.
The validation view is the screen where you check an imported purchase or sales invoice before approving it. See Validating and approving an imported invoice.
Adding a discount or charge to the whole invoice
Open the invoice in the validation view.
Below the invoice lines, click the + icon, then Add document discount or Add document charge.
Choose the Discount type or Charge type: Fixed amount or Percentage.
Enter the Amount. For a percentage, enter the Value and check the Base amount it applies to: a 10% charge on a base amount of 500 EUR adds 50 EUR.
Select the Applicable VAT%.
Click Add discount or Add charge.
The item appears in the Discounts and charges section of the invoice, grouped by VAT rate. The totals and the VAT breakdown are recalculated at once.
To change or remove an item, click the three dots next to it and choose Edit, or Delete and confirm with Yes, delete. When the last item is deleted, the section disappears.
Adding a charge to one invoice line
You can add a charge to a line in the validation view and in Document Creator.
Click the three dots at the end of the invoice line.
Click Add charge.
Choose a fixed amount or a percentage, and enter the value.
Save the charge.
The line amount and the invoice total update immediately. Line discounts work the same way, with Add discount.
FAQ
Why can't I add a discount to the whole invoice in Document Creator?
Discounts and charges on the whole invoice are only available in the validation view of imported invoices for now. In Document Creator, add them per line.
What happens if a discount or charge has an error?
When you save or approve the invoice, the field with the problem is highlighted, for example a base amount that is missing or incorrect. Edit the item to fix it.
Are discounts and charges shown on the PDF and the e-invoice?
Yes. They are part of the invoice data, so they appear on the PDF and in the e-invoice sent over Peppol.