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An order’s total is its items plus delivery, and then three kinds of line on top: discounts take money off, fees add a charge, and taxes are worked out from the rest. Each has its own card on the order page, and each behaves differently — a discount can come from a promotion or be added by hand, a fee is always yours to add, and taxes are never edited directly.

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Discounts

Money taken off the order. The Discounts card lists every discount with its source:
  • Promotion — applied by one of your promotions, with the code the customer used when there was one. These are managed by the promotion, not by hand: to remove one, remove the code from the order (on a draft) or change the promotion.
  • Manual — added by your team on this order, for a goodwill gesture, a price match, or a correction.
To add one, click Add discount and fill in:
  • Label — what the customer sees on their order, such as “Loyalty discount”.
  • Type — a fixed Amount, or a Percent of what it applies to. A percentage shows you the estimated amount before you save.
  • Applies to — the whole order, or one line item. A whole-order discount is spread across the items in proportion to their price.
A manual discount can be deleted from its row menu; a promotion discount cannot.
Discounts and fees can be added to placed orders, not only drafts. The order’s totals are recalculated straight away, and its payment status changes to match.

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Fees

A charge on top of the items — never a credit; a credit is a discount. Click Add fee and give it a label, a kind and an amount. The kind says what the charge is for and lets you report on fees later: Fees are taxable: the tax lines are recalculated to include them, using the same rates as the items. A fee can be deleted from its row menu.

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Taxes

The Taxes card shows what tax was charged, grouped by rate — the amount comes from your tax setup or a connected tax provider, applied to the delivery address. You cannot edit a tax line; change the address, the items, the fees or the tax rates and the lines are recalculated. Two things the card tells you when something is off:
  • “No tax rate matched this address” — the order is taxable but nothing in your tax settings covers where it is going.
  • A certificate note — the buyer’s company holds a tax exemption for that region, and the exemption was applied.

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Settling the difference

Changing an order’s total after the customer paid leaves a gap, and the order’s payment status shows which way:
  • Added a fee, or removed a discount → the order reads Partially paid. Collect the rest with New payment in the Payments card, charging the customer’s saved method or recording a payment taken elsewhere.
  • Added a discount → the order reads Overcharged. Give the difference back with Refund on the payment. See refunding orders.
Once the totals match again the order returns to Paid.