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How do I add sales tax or a discount to an invoice?

You can add both discounts and sales tax directly to your Lili invoices so your customers see a clear, accurate total. This applies to any invoice you’re creating or editing in draft status.
 

Step 1: Open your invoice

  • Go to Invoicing in your Lili account and open an existing draft invoice or start a new one.
  • Add at least one product or service line item to your invoice so the Subtotal section appears at the bottom.

Step 2: Add a discount

  • Under the Subtotal line, find the Discount row and click or tap Add.
  • Choose the discount type: percentage (for example, 10% off) or fixed amount (for example, 100 off).
  • Enter the discount value. Lili applies the discount to the invoice subtotal before any sales tax is calculated.
  • The invoice total will update automatically so you can review the new amount before you send it.

Important: If your discount reduces the invoice to a very low amount, you may need to adjust or remove it to keep the total at a level that makes sense for your business and your payment processing.

Step 3: Add sales tax

  • In the same Subtotal section, find the Sales tax row and select Add.
  • Enter your sales tax rate as a percentage based on your local tax rules (for example, 8.25). Lili uses this rate to calculate tax on the amount after any discount is applied.
  • The tax amount and final invoice total will update instantly, so you can confirm everything looks correct before sending the invoice.

How discounts and tax work together

  • The discount always applies first to the invoice subtotal.
  • Sales tax is then calculated on the discounted subtotal, not the original amount, which keeps your invoice aligned with how many state and local tax rules work.
  • Both the discount and the sales tax appear in the breakdown at the bottom of the invoice, so your customer sees exactly how you arrived at the final total.

Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted. 

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