How it worksPricing
HelpSign in
  1. Home
  2. /
  3. Help
  4. /
  5. Settings
All Settings
More Settings guides
  • Set business information
  • Set general preferences
  • Set document and delivery defaults
  • Manage taxes, discounts, and shipping
  • Manage saved items and work
  • Set logos and colours
  • Customize document language
  • Edit notes and email templates
  • Manage team access
  • Configure payment integrations
  • Manage files
  • Recover or permanently delete records
  • Manage your account and theme

In this topic

  • Set business information
  • Set general preferences
  • Set document and delivery defaults
  • Manage taxes, discounts, and shipping
  • Manage saved items and work
  • Set logos and colours
  • Customize document language
  • Edit notes and email templates
  • Manage team access
  • Configure payment integrations
  • Manage files
  • Recover or permanently delete records
  • Manage your account and theme

Manage taxes, discounts, and shipping

Create reusable adjustments and choose defaults for new document lines.

Open in Invoice Aura

What to do

  1. 1

    Choose a catalog

    Open Taxes, Discounts, or Shipping.

  2. 2

    Add or edit an entry

    Set its name, percentage or amount, and default state.

  3. 3

    Save changes

    New documents can apply the definition while old documents keep their snapshot.

Related guides

  • Set business information
  • Set general preferences
  • Set document and delivery defaults
HomeHelp centreStart invoicingPrivacyTermsContact

© 2026