- As a new inventory item (new product).
- As a direct application onto the line item in an invoice.
To offer a fixed discount amount, select "Discount - Amount" and then enter the amount into the "Price" field. It should look like this:
To enter a percentage discount, select "Discount - Percent" and then enter the percentage into the "Percent Discount" field. It should look like this:
Once your inventory item is created, just add it as a line item to an estimate/invoice, and the discount will be applied!
Discount amount on an invoice:
Discount percent on an invoice:
For the second method, you'll start by creating an invoice or opening an existing invoice.