1. Click into the job or estimate details page
2. Scroll down to the Subtotal/Tax/Total section
- NOTE: If no amount is entered or due, '+ Discount' will not appear
3. Click '+ Discount'
4. Choose between 'Dollar Amount' OR 'Percentage'
5. Input the description & amount/percentage
- Description - Include a brief description indicating the discount reason (Seasonal Promo, Military Discount, Loyalty Discount, etc.)
- Keep in mind, this is a customer-facing description (customers will see the description on their invoice)
- Multiple 'Dollar Amount' discounts can be added by clicking '+Row'
6. Click 'Update' to save
And that's it!
Click on 'Discount' if you need to edit at any time.
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