How Order and Invoice Totals are Calculated

Decrypting the Totals and Price columns of your Order and Invoice

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How Totals are calculated depends on your Tax Settings
In Setup>Tax>Tax Settings there are several configurations that can change how the totals are calculated and/or displayed. This Article gives a basic overview of the possible permutations.

Sample Order

This sample order actually shows how the Subtotal on the Order can be different from the Subtotal on the Invoice:

In this example above, you will actually see that the Subtotal Column minus the Discount Amount Column does NOT equal the Row Total column! This is correct because based on this user's settings, the Row Total = Original Price Minus Discount Amount, Plus Tax Amount.

Column Calculations

Note: Calculations may vary based on settings in Setup>Tax>Tax Settings

Column	Calculation
Original Price	Price of the product (respects Incl/Excl Tax Setting)
Price	Original Price Plus Tax Percent (if Original Price is Excl. Tax)
Subtotal	Price * Qty
Tax Amount	Tax Percent * Original Price (if Excl. Tax) subtracted by Discount Amount (Order of operations depends on Tax Settings for Discounts)
Row Total	Original Price Minus Discount Amount, Plus Tax Amount. (Order of operations depends on Tax Settings for Discounts)

Totals Calculations

Note: Calculations may vary based on settings in Setup>Tax>Tax Settings

Total	Calculation
Order Subtotal	Sum of Subtotal Column
Invoice Subtotal	Sum of Row Total + Discount Amount
Grand Total	Sum of Row Total Column

Examples

Applying Tax After Discount:

Base Price	Discount 20%	Price after discount	Tax (15%)	Price + Tax = Row Total
$15	$3	$12	$1.80	$13.80

Updated 28 days ago