Adding Discounts to Estimates/Invoices

Every business has some preferred customers; those who've been with you for decades or maybe just a family friend. You may have reasons for offering discounts to your customers, and you can do so directly on any Estimate and Invoice document.

Article Sections

  1. Website
  2. Mobile App

Website

You can create a new Estimate or Invoice, or you can edit an existing billing document by clicking the Edit icon from the menu on the left side. 

Below the subtotal of an Estimate or Invoice you'll see two sections--one for adding taxes and one for adding a discount to the billing document. Make sure to "Add a line item" in order to add a discount. 

When you click the +Add button next to the Discount tab, it will expand and allow you to enter a percentage amount (default) or specific dollar amount.

Simply click Save to apply the discount to the document.

If you need to edit or change the discount information after the fact, click the pencil icon next to the saved Discount. Also a reminder: once an Estimate or Invoice has been Paid/Won/Approved, it can no longer be edited.

Last step, make sure to save the changes on the document when you're ready to finalize. Click the Save button on the left side of the screen.


Mobile App

Tap a job with the Invoice or Estimate you want to edit.

Tap on Actions in the top right corner

Select Edit Invoice or Edit Estimate, whichever applies.

Tap the blue + button next to Discount, which will allow you to enter a percentage amount (default) or specific dollar amount

Click Save & Preview to apply the discount

Note

Once an Estimate or Invoice has been Paid/Won/Approved, it can no longer be edited.

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