What's changed at a glance
Click a value to edit it. Prices, quantities and tax rates are underlined with a dashed line. Click one to change it without opening the whole line.
The Discount column has gone. Line discounts live in the line's ⋮ menu and in the price popover.
Tax is per line. If your business is tax registered, each line shows its own rate in a Tax column and the totals show a breakdown when more than one rate is used.
Chips under the item name show discounts, customer comments, Xero accounts and stock levels.
Editor columns appear only while editing. Service item and Xero account columns show while a line is being edited and hide again afterwards, so the table stays narrow.
A Settings button on the Invoice tab lets you turn chips and columns on or off.
Editing a line
Price, discount and tax
Click the underlined price on any saved line. A small panel opens with:
Price
Discount: none, a percentage or a set amount, plus a reason the customer will see
Tax: the line's rate, or Default to use the inherited rate (tax-registered businesses only)
Xero account: the revenue account for this line (Xero-connected businesses only)
Click Apply to save.
Quantity
Click the underlined quantity to open a stepper. Type a number or use the plus and minus buttons, then press Enter or click Apply.
Everything else
Use Edit on the right of the line (or ⋮ → Edit Invoice Item) to change the item name, the bike, the service item, or several fields at once. While a line is in edit mode the Service item and Xero account columns appear for every row so the table stays aligned.
Line discounts
Open the line's ⋮ menu → Add Discount, or click the price and fill in the Discount section.
Choose Percentage or Set Amount and enter the value.
Add a reason. It is shown to the customer under the item on the printed invoice.
The line's amount shows the discounted figure with the original struck through.
The totals gain a Line discounts row.
An invoice-wide discount (from the invoice's own Discount button) is applied after line discounts, so nothing is discounted twice.
Tax per line
This section applies when Tax Enabled is on in Settings → Invoice settings.
The Tax column shows each line's rate. Default (20%) means the line is inheriting a rate rather than overriding it.
Click the rate to change it. The list shows your business's tax rates plus a Default option.
When lines use more than one rate, the totals show a tax total with a line under it for each rate: 20% on £120.00, 0% on £40.00.
Rates are defined in Settings → Tax rates. See the Tax rates setup guide for defaults and best practice.
Comments the customer sees
Open ⋮ → Add Comment on a line to add a short note, for example Customer supplied their own part. The comment appears as a chip under the item name and prints under the item on the invoice. This is different from the invoice's Notes, which apply to the whole invoice.
Chips explained
Chips sit under the item name and show the state of the line.
Chip | Meaning | Click to |
Tag: 10% off | A line discount | Edit the discount |
Bank: Xero · Sales (200) | The Xero revenue account for the line | Change the account |
Speech bubble | A customer-visible comment | Edit the comment |
Warning: Only 2 in stock / Out of stock | Tracked stock cannot cover the quantity | – |
Box: 6 in stock | Remaining tracked stock | – |
Back order reference | A back order exists for this line | Open the back order |
Shop: Open in Lightspeed | The item is linked to your POS | Open it in the POS |
Filled chips flag something specific to this line. Outlined chips just state a default, such as the Xero account the line inherits.
Choose what you see
Click Settings at the top of the Invoice tab.
Line chips: turn Xero account, default, comment and stock chips on or off.
Columns: show the bike as its own column, or fold it into the small line under the item name.
Reset returns to the business defaults. Admins can Set default for everyone.
Show tips again replays the introduction and the guided tips.
Your choices are saved to your login, so they follow you between devices.
Sales at the till and standalone invoices
The till (Create Sale), Create Invoice and Edit Invoice use the same line table. Click-to-edit, chips and line discounts work the same way once a line has been saved. A brand-new line that has not been saved yet is edited in full first.
Troubleshooting
I can't click the price or quantity. The invoice is probably paid and locked (see Lock Invoices When Paid in Settings → Invoice settings), or the line is new and not saved yet. Retired lines, kept on the invoice for the record but not charged, are also read-only.
The Tax column is missing. Turn on Tax Enabled in Settings → Invoice settings. The column, the tax field in the price popover and the tax breakdown only appear for tax-registered businesses.
Where did the Discount column go? Into the line: ⋮ → Add Discount, or click the price. The Line discounts total shows in the footer.
The totals don't match an older invoice. Tax is now calculated per line and added up, so on invoices that mix rates or carry line discounts the total can differ by a penny from the old single-rate calculation. Paid invoices keep the totals they were paid with.
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