Invoicing
Adding Line Items, Taxes & Discounts
Configure multi-tax calculations (GST, VAT, Sales Tax), export zero-rated rules, itemized discounts, and line-item scopes.
Accurate tax handling and itemized transparency prevent client billing disputes. Flanceflow includes an enterprise-grade calculation engine supporting multi-tier domestic taxes, cross-border zero-rating, and flexible discounts.
How to configure line items, taxes, and discounts
- In the Invoice Editor, click "+ Add Line Item" to create additional billing rows.
- Select a pre-saved service from the dropdown to automatically prefill the title, rate, and tax rate.
- To add a custom item: Type the item title, specify quantity (hours or units), and enter the unit price.
- Applying Tax: Click the "Tax" column selector on the row. Choose from your configured tax presets (e.g. 18% GST, 20% VAT, 0% Export Zero-Rated, or Custom).
- To add a discount: Toggle "Add Discount" beneath the subtotal. Choose between Percentage (e.g., "10% Early Bird Discount") or Flat Amount (e.g., "$250 Loyalty Credit").
- The subtotal, tax breakdown table, discount deduction, and grand total recalculate dynamically in real time.
Common tax presets in Flanceflow
| Tax preset | Rate % | Typical jurisdiction | Compliance note |
|---|---|---|---|
| Standard GST (IGST/CGST+SGST) | 18% | India B2B / B2C services | Requires both seller and buyer GSTIN for tax input credit. |
| Export Zero-Rated (LUT) | 0% | India to Foreign Client services | Supplies under Letter of Undertaking without payment of IGST. |
| Standard European VAT | 20% / 21% | UK & EU domestic services | Requires VAT reverse-charge notice for B2B cross-border EU. |
| No Tax / Exempt | 0% | Small freelancers under threshold or exempt services | Clearly states "Tax exempt supply" on invoice output. |
Tax and discount best practices
- Saving tax templates: Go to Settings > Customize to configure default tax rates so they automatically apply to every new invoice draft.
- Itemized scopes: Use the description field below each line item to bullet out specific deliverables, ensuring the client knows exactly what each charge represents.
- Milestone percentage billing: You can enter partial milestones (e.g., "50% Project Deposit") as a single clean line item.
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