Mobile app
Open the invoice you want to edit from Documents - Invoices
Tap Details
Find the Discount field
Enter the discount amount and toggle between % (percentage) or a flat rate amount
Tap Back to return to the invoice - the discount is applied to the total automatically
Website
Open the invoice from Documents - Invoices
Click Edit
Click More options
Find the Discount field
Enter the discount amount and toggle between % (percentage) or a flat rate amount
Click Save
Per-item discounts
You can also apply a discount to individual line items rather than the whole invoice.
When adding or editing an item, enter the discount directly in the Discount field for that item
This applies the reduction to that specific product or service only
Note: The discount column must be enabled for it to appear on your documents. To turn it on, go to Settings - Template design & settings and enable the Discount option - this takes effect on all newly created documents immediately.
Set a default discount for a client
If you regularly apply the same discount to a specific client, you can save it as a default.
Go to Clients, open the client, and click Edit
Under Default settings, enter the discount amount
This discount will be applied automatically whenever you create a new invoice for that client on the website
Note: Client default settings apply to invoices created on the website only - they do not carry over to the mobile app.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.