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.

iPhone and iPad

  1. From the home screen, tap on Create invoice

Add Discount to Item

  1. Tap on Add items and select an item to add to your invoice
  2. Tap on the item you just added
  3. Tap on Discount
  4. Enter an amount, and select whether you want to add it to your item as a discount by $ dollar amount or by % percentage
  5. Tap on Save

Add Discount to Invoice Subtotal

  1. Tap on the back arrow in the top left corner to go back to your invoice
  2. Scroll down to the invoice summary at the bottom
  3. Tap on Discount or on the blue discount $0.00
  4. Enter an amount, and select whether you want to add the discount by $ dollar amount or by % percentage to the invoice subtotal

Android

  1. From the home screen, tap on Create invoice

Add Discount to Item

  1. Tap on Add items and select an item to add to your invoice
  2. Tap on the item you just added
  3. Tap on Discount\
  4. Enter an amount, and select whether you want to add it to your item as a discount by $ dollar amount or by % percentage
  5. Tap on Save

Add Discount to Invoice Subtotal

  1. Tap on the back arrow in the top left corner to go back to your invoice
  2. Scroll down to the invoice summary at the bottom
  3. Tap on Discount or on the blue discount $0.00
  4. Enter an amount, and select whether you want to add the discount by $ dollar amount or by % percentage to the invoice subtotal

Web

  1. 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. Check mark the discount box
  4. Enter an amount, and select whether you want to add it to your item as a discount by $ dollar amount or by % percentage
  5. Click on Add item

Add Discount to Invoice Subtotal

  1. On the right hand side in the invoice summary, click Discount or on the discount $0.00
  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

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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