Relay lets you apply tax rates to individual invoice line items and add one percentage or fixed-amount discount per invoice, before or after tax.
What you need before you start
Access to your Relay Account with permission to create and send invoices
The tax rates you plan to use (you can create them on the fly during invoice creation or save them in advance under Settings)
Your line items, quantities, and prices ready to enter
How do I add tax to an invoice?
Tax rates apply per line item, so you can charge different rates on different items in the same invoice.
Go to Invoices and select Create New Invoice
On Step 2, find the line item you want to tax
Select Add beside the Tax field
Choose an existing tax rate, or select Create new to add one on the spot
Repeat for any other line item that needs a different rate
How do I create or edit tax rates?
Save tax rates once in Settings and they'll be available on every future invoice you create.
Go to Invoices, then Settings, then Taxes & Discounts
Select Add new tax rate, or select an existing rate to edit
Enter the name and the percentage
Select Save
How do I add a discount to an invoice?
Each invoice supports one discount, applied either as a percentage or a fixed dollar amount.
On Step 2 of invoice creation, select Add beside the Discount field
Choose Percentage (for example, 10%) or Fixed amount (for example, $50)
Name the discount so your client sees what it's for
Select whether the discount applies before or after taxes
Save the invoice
Can I apply a discount before or after tax?
Yes. You choose the order on the invoice itself, and you can change the default under Invoices > Settings > Taxes & Discounts.
Before tax: the discount reduces the taxable subtotal, so tax calculates on the lower amount
After tax: tax calculates on the full subtotal, and the discount comes off the final total
Will my client see the tax and discount on the invoice?
Yes. Taxes and discounts appear clearly on the client-facing invoice, the payment page, and the PDF export, so the math is transparent.
Common issues
A tax rate isn't showing up on the invoice. Confirm the rate is saved under Taxes & Discounts, and that you applied it to the line item rather than the invoice total.
Only one discount will apply. Each invoice supports a single discount. If you need to layer discounts, adjust the line item prices instead.
The discount looks like it was applied twice. Check the "before or after taxes" setting and preview the invoice PDF before sending.
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