How to Apply Discounts
Follow the steps below to apply discounts to invoices or estimates:
Click into the job or estimate details page
Scroll down to the Subtotal/Tax/Total section
NOTE: If no amount is entered or due, '+ Discount' will not appear
Click '+ Discount'
Choose between 'Dollar Amount' OR 'Percentage'
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 'Add Discount' after you've added the first Dollar Amount discount. Note: Choosing percentage will remove any dollar amount discounts previously applied.
Click 'Save' to update your changes.
and that's it!
Click on the blue pencil icon if you need to edit at any time. Click the X to remove any discount row.
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