Discounts and surcharges
A selling price in Robaws is set on the item record. There are a few ways to give customers a different price from this selling price.
Through discounts and surcharges you can add a fixed amount or percentage to the total amount or outstanding amount of an invoice or quotation.
You can have a discount or surcharge apply to the net or gross amount of the invoice or quotation.
Surcharge | Result on the invoice |
|---|---|
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Creating a discount or surcharge
Through settings > general > master data you can set up one or more discount and surcharge rules. You can then select these on the invoice or quotation.
Click the + sign to create a new discount or surcharge and make the following choices:
Setting | Result |
|---|---|
Type | You choose between a discount and a surcharge |
Calculation basis | You choose between 'net total' and 'gross total'. The net total affects the invoice amount. The gross total affects the outstanding amount of the invoice. |
Progressive application | You can choose to calculate a surcharge or discount progressively. This means that you calculate the discount or surcharge on the invoice amount at that moment, taking into account the discounts or surcharges added earlier. This is explained below by means of an example |
Example of using a progressive discount: |
Example 1: progressive discount of 10% BEFORE a fixed surcharge | Example 2: progressive discount of 10% AFTER a fixed surcharge |
|---|---|
Invoice amount: € 1,000.00 | Invoice amount: € 1,000.00 |
Progressive discount 10%: € 100.00 (1000*10%) | Fixed surcharge: € 500.00 |
Fixed surcharge: € 500.00 | Progressive discount 10%: € 150.00 (1000*15%) |
Invoice amount after surcharge/discount: € 1,400.00 (1000-100+500) | Invoice amount after surcharge/discount: € 1,350.00 (1000+500-150) |
The following details can also be filled in when you create a discount or surcharge: |
- Name
- Description Pdf
- Percentage or fixed amount
- Percent
Use
As soon as the discount and surcharge rule has been created in the settings, you can select it on the invoice or quotation. You do this at the bottom right of the invoice or quotation with the 'discounts and surcharges' button.
If you have a discount or surcharge that affects the net amount ( excl. VAT), this amount is deducted from or added to the total amount.
If you have a discount or surcharge that affects the gross amount ( incl. VAT), this amount is deducted from or added to the outstanding amount.
Updated on: 04/09/2026
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