How Perfex calculates invoice totals:
1. Each item is taxable or not. Perfex calculates taxes (if any) on each line item. Perfex CRM does not officially support discounts per item (see special notes).
2. Subtotal is pre-tax.
3. Discounts are subtracted from subtotal. This creates a new subtotal (not shown).
4. Tax(es) are calculated on each item and totalled per tax rate. Then all tax rates are totalled and added to subtotal from #3. This creates a new subtotal (not shown).
5. Adjustments are added or subtracted to subtotal from #4.
6. Total of steps 1-5.
Special notes:
Perfex CRM only supports percent (%) discount per invoice, not per item. You can achieve discounting per item via workarounds but these are not official so please make sure you are checking for accuracy if attempting to use:
Method 1 (good accuracy) – You can manually adjust the item rate to include the discount. Tip: include a note in description stating the rate includes $X.XX discount. This method will be accurate because taxes are calculated per item and the adjusted rate has “discount” built-in.
Method 2 (should be accurate, you must verify for yourself) – Add a line item with a negative amount, intending this to discount an item. You must be sure to match the tax rates of the item you intend to “discount.” If you don’t match tax rates, Perfex CRM will calculate taxes inaccurately because taxes are calculated per item. This has worked in testing but we are not responsible for errors so please verify accuracy in your setup.
Reminder: Perfex CRM always calculates the main % discount on the whole invoice, so if you assign a % discount to the invoice, it will be in addition to if you use the above methods.