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.

Taking Payment (Web Portal)

Adjust Invoice Settings 

Delete Price List Items

Edit the Subject Line on Estimates & Invoices

Send Invoices (Web Portal)

Battling unpaid invoices? Check out 7 ways to get paid fast!

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