Set up your taxes, discounts, and fees in Ambrook to keep your invoices consistent and your bookkeeping accurate. Add your commonly used rates to your Catalog, then apply them directly to individual invoice line items—Ambrook will calculate everything for you. Sales tax is automatically tracked as a liability transfer, so your balance sheet stays accurate without any extra steps.
Adding Taxes, Discounts, and Fees to Your Catalog
Navigate to Settings → Catalog.
Select the tab for Taxes, Discounts, or Fees.
Click + New and fill in the details.
Example: “Denver Sales Tax – 6%”
Example: “Early Payment Discount – 5%”
Example: “Delivery Fee – $25”
Save. These will be available to apply when you create invoices.
Tip: Taxes are automatically tracked as liabilities on your balance sheet.
Applying to an Invoice
Navigate to Invoices and click + New Invoice or edit an existing one.
Add your line items (example: “Apples – $50”).
Click Add Tax, Add Discount, or Add Fee.
You can apply these rates to the entire invoice or to individual line items (just click the three dots).
Ambrook will calculate the amounts automatically.
Save the invoice. Taxes, discounts, and fees will appear on the invoice and in the PDF.
Tip: Apply the rate on a line-item level by clicking on the three dots to the right of the line, if only some products on the invoice are taxable or discounted.
How fixed-dollar fees are calculated
On a line item: a dollar-amount fee or discount is charged per unit — Ambrook multiplies it by the line's quantity. For example, a $0.50 "Certification Fee" on a line of 1,000 plants adds $500.00.
On the whole invoice: a dollar-amount fee or discount is applied once to the invoice total.
Percentage rates are calculated on the amount they're applied to (the line item or the invoice).
Decimal places and rounding
Dollar-amount fees and discounts can be set to the nearest cent ($0.01). Amounts with more decimal places, like $0.515, aren't supported.
Percentage rates can have up to four decimal places (for example, 8.8750%).
Line item prices can include fractions of a cent (for example, $0.515).
Need to charge a per-unit fee smaller than a cent (like $0.515 per plant)? Fees can only be set to the nearest cent, but line item prices can include fractions of a cent. Add the fee as its own line item, such as "Certification Fee," with a price of $0.515 and the number of plants as the quantity. Ambrook will calculate the exact total: $515.00 for 1,000 plants.
Other options:
Charge the fee per bundle. If you sell in groups, set up the fee for a group instead of a single unit — for example, a fee of $1.03 per 2 plants — and use the number of bundles as the quantity.
Round, then balance. Round the per-unit fee to the nearest cent (for example, $0.52), then add a small adjustment line item (or discount) to correct the difference on the invoice.
Tracking taxes on your balance sheet
Taxes you collect will appear as liabilities under the Taxes section of your balance sheet (viewable in the Reports section of Ambrook).
When you remit taxes, map the payment to the corresponding liability account.
How to set defaults on Items
Go to Settings → Catalog → Items.
Select an item.
Under the item settings, add a default tax, discount, or fee.
Save. The default will automatically apply every time you add that item to an invoice. A default dollar-amount fee is charged per unit of that item, so it's a good fit for per-plant or per-head charges.
Tip: What does “liability transfer” mean? When you collect sales tax on an invoice, Ambrook records it as a liability — money you owe the government until you pay it out. This keeps your books accurate by separating income you keep from taxes you pass through.