How to add tax and discounts to an invoice

Searches for how to add tax and discount to an invoice usually come from freelancers and small businesses preparing a tax invoice or offering a promotional discount. Invoice Maker: Estimate Maker calculates tax, subtotal, and total for you.

Do it in the invoice editor

When editing invoice items, apply the tax rate and any discount (amount or percent as supported), then preview the updated totals before sending the PDF.

Add tax & discounts in Invoice Maker: Estimate Maker

1. Create or open an invoice and add your line items.
2. Edit items to include applicable tax.
3. Apply discounts where needed for promotions or adjustments.
4. Confirm subtotal, tax, and total on the preview.
5. Export the PDF tax invoice and share with your client.

Accurate totals, professional impression

Manual tax math in spreadsheets is where errors hide. A dedicated invoice generator reduces mistakes and keeps every PDF consistent.

Combined with logo, signature, and payment notes, your invoices look ready for serious clients—while staying simple enough for solo operators.

Ready to try it?

Download Invoice Maker: Estimate Maker and put this guide into practice on your next invoice.