Bill Terms & Charges
Bill terms are the extra charges (and discounts) you add to a bill beyond the line items - freight, loading, packing, service charge, and the like. Set each one up once here, and it appears in the Terms / Charges picker on an invoice, pre-filled with its default amount and VAT.
On an invoice, the Terms / Charges section lets you pick a bill term. Choosing one fills the charge's name, default amount, taxable flag and VAT rate. A taxable term joins the VAT base; an exempt one only adds to the grand total.
Bill term fields
| Field | Required | What to enter |
|---|---|---|
| Name text | Yes | The charge name as it prints - "Freight", "Loading", "Service Charge". |
| Name (Nepali) text | Optional | The Nepali name for printed documents. |
| Kind select | Optional | Charge (adds to the bill) or Discount (reduces it). |
| Taxable checkbox | Optional | Tick if VAT applies to this charge. A taxable charge is added to the taxable base before VAT. |
| Tax Code picker | Optional | The tax code (rate) used when the charge is taxable. |
| Default Amount amount | Optional | The amount pre-filled when you add this term to a bill. You can still change it per bill. |
| Sequence number | Optional | Sort order in the picker - lower numbers appear first. |
How a taxable charge affects the total
When you add a taxable term to an invoice:
- Its amount is added to the taxable base, so VAT is charged on it at its tax code's rate.
- Both the charge and its VAT roll into the invoice's Grand Total.
An exempt (non-taxable) term simply adds its amount to the grand total with no VAT.
Give each common charge a default amount and the right tax code now. Then adding "Freight - 500" to a bill is one click, and the VAT is handled for you.