Adding Discounts
You have the flexibility to apply discounts to either specific products or the entire invoice, providing customizable options for client billing. When adding a discount to a product, it applies pre-tax, meaning the discount is subtracted before tax calculations on that particular item. This is ideal for reducing the price of a specific service or item on the invoice. Alternatively, when applying a discount to the entire invoice, the discount is calculated post-line-item tax, affecting the overall total after all individual taxes are applied. These options allow for tailored discount strategies that can align with client agreements or special offers, ensuring clarity in the final invoice amount.
Both methods for applying discounts are laid out below.
Prerequisites: Authorised Users.
Instructions
Adding a Discount To a Product
- From the Invoice page locate the item you wish to discount and click on the item in the Product/Service column to reveal the dropdown menu, Edit, Discount or Delete.
- Click Discount to open up the Edit Invoice Item (Discount) page.
- Fill in the relevant fields Item on Sale?, Unit Price, Sale Price and Discount Description, then click Save.
(Note: for the discount to apply, select Yes from the dropdown menu in the Item on Sale? Field.)
- Once completed, the discount will now be visible on the invoice.
Adding a Discount to The Invoice
- From the Invoice page click the blue Add Discount button on the right side under Invoice Tools.
- This will open the New Invoice Item (Discount) page.
- Fill in the relevant fields and click Save. You will now see the product added to the Invoice.
(Note: Make sure to enter the discount amount as a negative value.) - You will now see the discount visible on the invoice.
(Note: Discounts added to the entire invoice will have a SKU code, in contrast to discounts on a product.)