Discounts, fees, and taxes modify the amount billed according to defined eligibility, charge, and tax rules.
These are different types of adjustments. Discounts reduce the price, fees add a charge, and taxes apply the tax rules required for the transaction. Keeping them separate makes the final amount easier to explain.
How Are Discounts, Fees, and Taxes Different?
- Discount: reduces the normal price under an approved rule, code, agreement, or eligibility condition.
- Fee: adds a separate charge for a service, condition, or transaction.
- Tax: applies a tax amount or rate based on the relevant tax rules and jurisdiction.
What Rules Should Be Defined?
Define who can receive a discount, when a fee applies, whether a fee is taxable, which tax rules or jurisdictions apply, and who is allowed to override an amount.
Why Should They Stay Separate?
Separate records make it easier to explain the final price, review overrides, correct mistakes, report tax, and see whether a change came from pricing, a fee, or a tax rule.
Where Can You Review Related Features?
See Invoice Management, Fee Management, and Tax Calculation.
What Should You Review Next?
Related reading: How Combined Invoices Work ยท How Payment Reminders Work.
Sources and Further Reading
- Booking Ninjas: Invoice Management โ covers pricing and tax logic on invoices.
- Booking Ninjas: Fee Management โ covers structured fee management and billing visibility.
- Booking Ninjas: Tax Calculation โ covers invoice tax logic, tax categories, and jurisdiction-based rules.
- Stripe Billing APIs
- Stripe: How Subscriptions Work
- Stripe: Refund and Cancel Payments
- Stripe: How Disputes Work
External references explain the underlying concepts; they do not imply Booking Ninjas requires or uses the referenced product.