Whether you’re offering an incentive or adding a tax to your service, some parts of a fee table aren't a set dollar value. Sometimes you need to add a certain percentage to the total or provide a specific discount to one line item. Here’s how to add these kinds of items to your fee table.

Looking for a quick answer? Here's what this article covers:

Taxes and Discounts In Proposify

Taxes and discounts are special additions and deductions to your table's subtotal. There are also row discounts, which calculate based on the line item's subtotal. Each helps you outline specific, non-fee related charge or deduction.

Table taxes add to the subtotal of your fee table, based on a particular percentage or dollar amount. This is a great way to calculate commission fees, taxes, or surcharges applied to your services.

Table discounts deduct from the subtotal of your fee table, based on a percentage or dollar amount. This is great for when your customer has already made a downpayment, or if you would like to apply a bulk discount.

Row discounts deduct from the subtotal of a single row, based on a percentage or dollar amount. These are great when you want to show a particular deduction for one specific line item.

Adding and Editing Taxes

Once the fee table properties menu appears, click the add tax button:

Once added, you can name the tax and provide a percentage value to that tax, then add more.

You can use this same menu setting to edit the amount or rename the tax while the proposal is active. You can disable this tax by clearing the checkbox at the top of these settings:

Adding and editing Discounts

Once the fee table properties menu appears, click the add discount button:

Once added, name the discount and provide an amount to deduct. You can set this as a percentage or dollar value.

You can use this same menu setting to edit the amount or rename the discount while the proposal is active. You can disable the discount by clearing the checkbox at the top of these settings:

Adding and Editing Row Discounts

You can add discounts to line items, as well. To do this, you'll need to get to your row settings instead of your table settings.

To get to your row settings, click a row inside a selected table. This will move from fee table properties to fee row properties:

Once you've reached your row settings, click the +discount button:

Once added, name the discount and provide an amount to deduct. You can set this as a percentage or dollar value.

You can use this same menu setting to edit the amount or rename the tax while the proposal is active. You can disable this tax by clearing the checkbox at the top of these settings:

Deleting a Tax or Discount

If you're working with a tax, discount, or row discount; deleting is the exact same. Disable the item by clearing the checkbox next to that item. From there, a trashcan icon will appear to the right:

Click that icon and we'll clear that item from your table.

Including Taxes In Preview

Depending on the value of your proposal and the amount of taxes, you may want to hide them from the proposal page. You can choose to include or exclude taxes from your proposal's value from the proposal details menu:

When selected, your taxes will be included in the proposal's {total} variable, as well as the pipeline and proposal footer. When cleared, you'll only be calculating your line items, taxes not included.

Taxes, Discounts and Integrations

Stripe: We include taxes and discounts in the final charge for your Stripe payments. This works even if you're taking a percentage. For example, you've got a $100 proposal with a 20% sales tax, but are looking to collect a 25% downpayment. Stripe will collect 25% of $120.

Invoicing Integrations: We will not push the taxes through your invoicing integration (Quickbooks, Freshbooks, Xero, or Harvest). Your invoicing app will have its own, more robust tax calculator which can help you out more come tax season.

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