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

To add sales tax or a discount to your invoice, please do the following:

- under the “Subtotal” line on the invoice, you will see the option to add a discount and/or sales tax to the services or items being charged 

- for discounts, click on the “add” link next to “Discount” and choose between a percentage or a fixed amount; the discount will apply to the subtotal before tax
- for sales tax, click on the “add” link next to “Sales tax” and apply a percentage  for taxes; please note that the tax rate will be calculated for the total amount of the invoice (amount after discount, if applied)

 

 

Lili is a financial technology company, not a bank. Banking services are provided by Choice Financial Group, Member FDIC, or Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Choice Financial Group, Member FDIC, or Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. Please see the back of your Card for its issuing bank. The Card may be used everywhere Visa debit cards are accepted. Wire Transfer service provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.