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Version: Current

FAQ: How does Zudello calculate invoice totals (subtotal, tax, freight)?

Zudello automatically calculates the main header totals on transaction documents based on the values from the individual lines:

  1. Line Calculations First: Zudello calculates the exclusive total (total_exclusive) and tax amount (tax_amount) for each individual item line and landed cost line, considering the Are the line totals inclusive of tax? toggle. See Understand Line Totals & Taxes.

  2. Header Subtotal (subtotal): Sum of total_exclusive from all item lines (excludes landed costs).

  3. Header Freight (freight): Sum of total_exclusive from all landed cost lines.

  4. Header Tax (tax): Sum of tax_amount from all item lines AND all landed cost lines.

  5. Header Total (total): Sum of header subtotal + header tax + header freight.

Essentially, totals roll up from the calculated line values, respecting the distinction between standard items and landed costs.

For a detailed breakdown and troubleshooting, see: Understanding How Document Totals are Calculated.