Adding Discounts to Invoices

Overview

You can add discounts to your invoices, easily offering customers a fixed amount or percentage off their total bill.

Discounts on invoices are available in two ways:

  1. As a new inventory item (new product)
  2. Apply discount directly to a line item on an invoice

As a new inventory item

For the first method, you'll start by creating a new inventory item. In this example, we're including the word "Discount" in the name to make it easy to remember.

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!

Apply a Discount amount on an invoice:

Discount percentage on an invoice:

 

Apply discount directly to a line item on an invoice

For the second method, you'll start by creating an invoice or opening an existing invoice.

To apply a fixed discount amount, select the drop-down arrow next to the entered line item. Then enter the discount amount in the "Discount $" field as shown here:

To enter a percentage discount, type the percent amount in the "Discount %" field as shown below:

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