How to Apply Discounts
Follow the steps below to apply discounts to invoices or estimates:
Open a Job or Estimate to view the details page.
Click Add discount in the Line items section.
Then, select whether you'd like to apply the discount as a percentage or dollar amount.
You can use the Description field to include a brief note indicating the discount reason (Seasonal Promo, Military Discount, Loyalty Discount, etc.). Keep in mind, customers will see this description on their invoice.
Finally, click the blue Save button to apply the discount.
📌 Things to Note:
Only one type of discount may be applied at a time, either as dollar amounts or a percentage.
Multiple dollar amount discounts can be added.
Only one percentage discount can be applied at a time.
Selecting a percentage discount will remove any dollar discounts previously added.
Discounts are available to add when the Job or Estimate total is greater than $0.00.
Discounts will apply to the total invoice amount.
How Discounts Affect Tax
When you apply a discount to a job that includes both taxable and non-taxable items, tax is calculated on the taxable amount after discounts are properly allocated, not on the original taxable amount. We apply the percentage discounts directly to taxable items, and we proportionally allocate fixed discounts.
We calculate two totals:
Taxable items total (only items marked as taxable)
All items total
Why we do this:
Ensures discounts are fairly split between taxable and non-taxable items
Complies with tax regulations that require tax on net amounts after discounts
Prevents mathematical errors when mixing different item types
Example:
If your invoice includes $200 in taxable items and $100 in non-taxable items ($300 total) with a $30 discount:
Invoice total: $300 = $200 taxable + $100 non-taxable
Discount applied: $30
Taxable portion of discount: $20 = ($200 ÷ $300) x $30
Taxable amount: $180 = $200 - $20
Need help or have questions?
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