Taxes and discounts let you adjust an invoice beyond the raw line totals — add sales tax, give a loyalty or promotional discount, or both. In Cornerspot you can apply them per line or across the whole invoice, and they fold into the Discount, Tax, and Total rows automatically. This guide shows you how to add invoice-level taxes and discounts on a draft.
How to apply taxes and discounts to an invoice in Cornerspot
You'll add a line item to a draft invoice, then apply an invoice-level tax rate and an invoice-level discount and watch the totals update. (Taxes and discounts can only be changed while an invoice is in Draft.)
1. Open a draft invoice
From the dashboard, select Invoices in the left-hand menu, then click New Invoice in the top-right corner. Choose the Customer you're billing — the currency fills in for you.
2. Add a line item
Under Line items, click Add line item and give it a description, quantity, and unit price. Each line's subtotal rolls up into the invoice Subtotal — and that's what your invoice-level taxes and discounts apply to.
3. Add an invoice-level tax rate
In the Invoice-level taxes section, click + Add tax rate and pick a saved rate — each is listed as Tax Name (X%). The hint reminds you these are “Applied to the invoice's post-discount subtotal. Excludes line-level taxes (no compounding).” You can add more than one rate.
4. Add an invoice-level discount
In the Invoice-level discounts section, click + Add discount and choose a percentage or fixed-amount discount. The hint notes these are “Applied to the invoice's post-line-discount subtotal.”
5. Review the totals
As you add rates, the totals update live. Line-level and invoice-level discounts combine into the Discount row, line-level and invoice-level taxes combine into the Tax row, and everything resolves into the final Total.
6. Save the draft
Click Create Draft Invoice. Cornerspot saves the invoice as a draft and opens its detail page, where the Discount, Tax, and Total rows reflect everything you applied.
How taxes and discounts stack
Cornerspot keeps line-level and invoice-level rates separate so the math is predictable:
- Line-level taxes and discounts attach to a single line and affect only that line's subtotal.
- Invoice-level discounts apply to the invoice's post-line-discount subtotal.
- Invoice-level taxes apply to the invoice's post-discount subtotal, and explicitly exclude line-level taxes — so nothing is taxed twice (no compounding).
- The results roll into the Discount, Tax, and Total rows on the invoice.
Managing the available rates
The + Add tax rate and + Add discount pickers only list rates and discounts you've already saved. Create and edit them under Settings → Taxes and Discounts (Tax Rates and Discounts). Marking a rate or discount inactive removes it from future selection without changing any past invoices.
A few things to remember
- Taxes, discounts, and line items can only be changed while the invoice is a Draft — once you finalize it, you'd void it and create a new draft to change them.
- Add the line items first so there's a subtotal for your rates to apply against.
- Use line-level rates for charges that should be taxed or discounted differently from the rest of the invoice, and invoice-level rates for blanket adjustments.