Set Up Discounts on Invoices

 

You can apply discounts to the items of your invoice on the subtotal, on each individual item or on a selection of items.

Many businesses choose to provides discounts as incentives for their customers. By enabling discounts in in your settings, you can choose to apply discounts at the invoice level, or at the item level. When you enable discounts at the invoice level, you have the option to apply discounts to the subtotal of your document. By enabling discounts at the item level, you can add discounts when editing product and labor prices.

iPhone and iPad

  1. Go to Settings
  2. Select Discount
  3. Choose Discount on Subtotal to apply the discount to the invoice subtotal. Or, Discount on Items to apply a discount to each item or to selected items. 

Note: For Discount on Subtotal, tap on the Discount field on the invoice to add your discount. For Discount on Items, you can apply the discount when you add an item to the invoice. Tap on the Percentage button to enter a percentage value. Or, tap on the Currency symbol button to enter a fixed amount.

Android

  1. Go to Settings.
  2. Select Discount.
  3. Choose Discount on Subtotal to apply the discount to the invoice subtotal. Or, Discount on Items to apply a discount to each item or to selected items. 

Note: For Discount on Subtotal, tap on the Discount field on the invoice to add your discount. For Discount on Items, you can apply the discount when you add an item to the invoice. Tap on the Percentage button to enter a percentage value. Or, tap on the Currency symbol button to enter a fixed amount.

Web

  1. Go to Settings.
  2. Select Discount.
  3. Choose Discount on Subtotal to apply the discount to the invoice subtotal. Or, Discount on Items to apply a discount to each item or to selected items. 

Note: For Discount on Subtotal, tap on the Discount field on the invoice to add your discount. For Discount on Items, you can apply the discount when you add an item to the invoice. Click on the Percentage button to enter a percentage value. Or, tap on the Currency symbol button to enter a fixed amount.

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