Discounts and taxes on orders
Apply line and order discounts and add tax rates to a sales order.
Updated June 21, 20261 min read
You can adjust a sales order’s total with discounts and tax. Fiddle applies them in a set order so the math stays predictable.
Discounts
Discounts can be applied at two levels:
- Line discount — reduces a single line item, as a percentage or a fixed amount.
- Order discount — reduces the order subtotal after all lines are added.
- Open the sales order.
- To discount a line, enter the percentage or amount in the line’s Discount field.
- To discount the whole order, set the Order discount in the totals panel.
Taxes
Tax is calculated on the discounted subtotal, so discounts always come first.
- Choose a tax rate for the order, or let the customer’s default rate apply.
- Lines marked tax-exempt are excluded from the calculation.
- The tax amount appears as its own line in the totals.
The calculation order is: line discounts → order discount → tax. Tax is never charged on the discounted-away amount.
Totals breakdown
| Field | What it shows |
|---|---|
| Subtotal | Sum of line totals after line discounts |
| Order discount | Any whole-order reduction |
| Tax | Calculated on the discounted subtotal |
| Total | What the customer owes |
Set a default tax rate on each customer so it fills in automatically on new orders.
Next steps
Discounts and taxes carry through when you convert a quote.
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