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Add a discount to an invoice or quote
Add a discount to an invoice or quote
Stella Marques avatar
Written by Stella Marques
Updated over a week ago

When it comes to discounts on an invoice, you have 2 possibilities: adding a discount amount or adding a discount percentage

Adding a discount amount:

Create the discount item in your "Products and services catalog" settings as follows:

  1. Name the discount item (i.e. VIP discount, etc.)

  2. Under "Price", enter the amount preceded by a "-" sign.

  3. Under "tax", choose "taxed" and save

In the invoice :

  • Add the discount item to your invoice like you would for any other product.

  • The amount of the invoice will reflect the reduction in price.

Adding a discount percentage

Create the discount item in your "Products and services catalog" settings as follows:

  1. Name the discount item (i.e. VIP discount, etc.)

  2. Under "Price", enter the % amount preceded by a "-" sign: for example, "-0.1" for a 10% discount

  3. Under "tax", select and save

Add your discount items to the invoice as follows:

  1. Make a note of the pre-discount amount included in the sub-total line (i.e. $2000 as per the example below)

  2. Add your discount percentage item

  3. Enter the pre-discounted sub-total in the quantity (i.e. 2000) and "select"

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