Pricing tables support discounts and taxes at different levels so you can control how pricing is calculated and presented. Discounts can be applied to individual products or entire Pricing Groups, while taxes are managed from the Pricing Summary.
Discount levels in pricing tables
Discounts can be applied at two levels:
Product-level discounts, which affect a single product row
Pricing Group discounts, which affect all products within a group
Both discount types are reflected immediately in group totals and the Pricing Summary when visible.
Product-level discounts
A product-level discount applies only to the selected product row.
Product discounts:
Can be entered as a percentage or a fixed amount
Reduce the product’s Amount value
Are shown inline on the product row when visible
Product-level discounts are best used for one-off adjustments or custom offers.
Pricing Group discounts
A Pricing Group discount applies to every product within that group.
Group discounts:
Are configured from the Pricing Group formatting settings
Can be entered as a percentage or a fixed amount
Are calculated after product-level pricing but before taxes
Group discounts are useful for bundles, packages, or service categories.
Tax configuration and behavior
Taxes are managed from the Pricing Summary at the bottom of the pricing table.
Tax settings allow you to:
Add tax as a percentage or fixed amount
Show or hide tax-related rows in the Pricing Summary
Display subtotals before tax
Taxes are calculated after all product and group discounts have been applied.
Calculation order
Pricing tables follow a consistent calculation order:
Product prices and quantities are calculated
Product-level discounts are applied
Pricing Group discounts are applied
Taxes are calculated on the adjusted subtotal
This order ensures transparent and predictable totals.
Pricing Summary visibility
The Pricing Summary controls which totals are shown to recipients.
You can show or hide:
Subtotal before tax
Total tax for pricing groups
Discount rows
Final total
Only visible and enabled items are included in the displayed totals.
Recipient experience
Recipients:
Can see applied discounts and taxes when they are visible
Cannot edit discounts, taxes, or calculation settings
All discount and tax controls are editor-only.