Billing - Tax & Fees + Totals

Billing: Taxes & Fees

The Taxes & Fees tab allows you to apply taxes, mandatory fees, or additional financial charges to a Billing document.
These values are added on top of the item totals and impact the final amount billed to the customer.

This article explains:

• What the Taxes & Fees tab is used for
• How to add taxes, fees, or financial charges
• How calculations work
• How these values interact with Billing Items
• Best practices

1. Purpose of Taxes & Fees

Taxes and fees complement the amounts defined in the Items tab.

They are used to:

• Add VAT / IVA
• Apply withholding taxes
• Add transaction fees
• Apply government/industry-specific fees
• Add administrative or processing costs

The total amount of a billing is calculated as:

💡Billing Total = Items Total + Taxes & Fees Total

2. Accessing the Taxes & Fees Tab

Inside a Billing document:

Open the billing

1. Navigate to the Taxes & Fees tab

2. You will see:

   • Existing taxes or fees (if any)

   • The Add New button

   • A table with columns:

     • Description
     • Fee
     • Value

   • A totals section to the right (in Billing summary)

3. Adding a New Tax or Fee

Click Add New to create a new entry.

Fields available

You may use:

• Only percentage
• Only fixed value
• Or both (depending on your financial model)

Examples

Example A — VAT 23%

• Description: VAT
• Fee: 23%
• Value: auto-calculated

Example B — Eco Tax (fixed fee)

• Description: Eco Tax
• Fee: 0%
• Value: 10 EUR

Example C — Withholding Tax 5%

• Description: Withholding Tax
• Fee: 5%
• Value: auto-calculated

4. Automatic Calculations

When a percentage is applied:

Tax Value = (Items Total – Discounts) × Fee (%)

The result is displayed in the Value column.

All taxes and fees are then summed to form:

Tax & Fees Total

This amount feeds into the Billing Totals block, updating:

• Tax Total
• Outstanding Total
• Gross Total

5. Editing or Removing Taxes & Fees

• Click the view/edit icon (eye) to modify an existing tax or fee.
• Click the checkbox + Delete to remove one or several entries.

You may update taxes freely until the billing is:

• Validated
• Issued
• Closed

6. Relationship with Billing Items

Taxes & Fees work on top of the items added in the Items tab.

The flow is:

1. Items → define the base value (gross)

2. Discounts (commercial/financial) → reduce the base value

3. Taxes & Fees → applied after discounts

4. Final Total → displayed at the bottom of the billing

This ensures full transparency and compliant invoice calculations.

7. Best Practices

✔ Use clear descriptions

Customers must understand what each tax or fee refers to.

✔ Apply VAT as a percentage

Avoid inserting VAT directly inside item cost.

✔ Avoid duplicate tax entries

If VAT is applied globally, do not add it manually to items.

✔ Confirm local tax rules

Some countries require:

• Deductible amounts
• Additional industry fees
• Mandatory withholding tax

✔ Review totals before issuing

Once the invoice is Issued, tax changes may no longer be allowed

Related Articles

Billing – Overview
Billing – Creating & Editing a Billing
Billing – Items
Billing – Importing from Projects
Billing – Documents
Operations Management – Transactions