Adding a discount
Include a discounted amount or calculate a percentage discount on any quote, estimate or invoice.
Adding a discount percentage (%)
Discount percentages can be applied to the paperwork total paperwork.
- Within the paperwork totals, select + Add Discount
- Choose the percentage discount you'd like to apply
- 🎉 That's it! Each paperwork item now includes the discounted amount
HINT: You can enter a different percentage amount by selecting the "Other…" option.
To remove a percentage discount, simply select the trash can icon. Your item totals will then be re-calculated without the discount.
Adding a discount amount
Discount amounts can be applied by adding a new work item with a negative price.
- Add a blank item
- Give the item a title (e.g. "Discount") into the title – you can extra detail here as needed
- Enter a negative amount (e.g. "-100.00") as the price
That amount will then be deducted from the total as a discount (£100 in this example)
Your customer will also see the discount that's been applied clearly in their paperwork.