InvoiceTools

Fix a problem

The tax or totals look wrong

The math is the same every time. When a total surprises you, one setting is usually doing something you did not expect.

  • Applies to: Invoice generator
  • Type: Troubleshooting
  • Updated 4 November 2026
What you need
  • The invoice open
  • The tax rate you meant to charge

Try this, in order

  1. Open Extras and look at Prices include tax under Discount and tax.
  2. Check each line’s Tax cell. Tax is set per line, so a line left at 0% adds no tax.
  3. Check the Disc column. Discounts come off before tax is worked out.
  4. Compare your numbers with the example below.
What you should see

Subtotal, Discount, Tax and Total add up exactly as printed.

Worked example

Take one line at $110.00 with a 10% tax rate. With Prices include tax off, the invoice shows Subtotal $110.00, Tax $11.00 and Balance due $121.00. With it on, the $110.00 already contains the tax: Subtotal $100.00, Tax (included) $10.00, Balance due $110.00.

Rounding

Each line is rounded to whole cents before the totals are added, so the printed lines always add up to the printed total. A figure worked out on a calculator from the grand total can differ by a cent.

Common problems

  • The total did not change when I added tax.

    Prices include tax is on, so the tax is taken out of the price rather than added. Switch it off if your rates are before tax.

  • I see several tax rows.

    The lines carry different rates, and each rate gets its own row.

  • The tax column disappeared.

    Under Extras, Show per-line tax hides the column but keeps the values.

Still stuck?

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