Set Up Discounts on Invoices

Discounts are always applied at the invoice level and can only be applied after items have been added. You can apply discounts to either the total invoice amount or to each individual item on your invoice. Each discount can be applied in either a dollar amount or by percentage.

iOS and Android

From the home screen, tap on the + symbol and create a new invoice

Add Discount to Item:

  1. Tap on Add items and select an item to add to your invoice
  2. Tap on More options
  3. Tap on Discount
  4. Choose either Percentage or Flat amount
  5. Enter the discount amount
  6. Tap on Add

Add Discount to Invoice Subtotal:

  1. On the invoice creation screen, tap on Discount 
  2. Next to Type, choose either Percentage or Fixed
  3. Enter the discount amount
  4. Tap on Save

Web

From the home screen, click on the Create button and then select Invoice

Add Discount to Item:

  1. Click on Add items
  2. Select an item to add to your invoice
  3. Click on TAX, parts or labor, discount
  4. Check the box next to Discount
  5. To the right of Discount choose either Percentage (%) or Flat amount ($)
  6. Enter an amount
  7. Click on Add

Add Discount to Invoice Subtotal:

  1. On the right hand side in the invoice summary, click Discount 
  2. Enter an amount, and select whether you want to add the discount by $ dollar amount or by % percentage to the invoice subtotal
  3. Click on Save
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