There are several ways to apply a discount, depending on the situation or your needs:
Apply a discount to a specific product or service
This method allows you to apply a discount to a product or service, such as a 10% promotion.
Here's how to do it:
In a quote or invoice, add the product or service item on which you wish to apply a discount.
In the quantity, you can apply a discount in full or as a percentage:
Full discount: Enter a negative integer quantity, e.g. -1
Percentage discount: Enter a negative quantity with a number less than 1 and decimals, e.g. -0.10 to apply a 10% discount.
The discount is now applied!
Apply a discount amount
This method allows you to apply a global discount to your quote or invoice.
To do this, create an item named Discount in your Products & Services catalog as follows:
In the Plannit parameters under Products and services, click on + Product
Select the Non-inventory or Service type
Name the product Discount
Assign the correct tax group to the Applicable sales tax
OPTIONAL: If you have an accounting system, associate the accounting item or configure the accounting values.
In your quotes and invoices, add the Discount item, add a description if required to specify the discount and assign a negative price to the item.
The discount has now been applied!
Apply a percentage discount
On an invoice
At present, it is not possible to apply a global percentage discount to an invoice. This feature will be added at a later date to meet certain needs.
On a quote
At present, this feature is not presented in Plannit in the same way as for invoices, but you do have a solution that could meet your needs in certain use cases.
In your Payment Schedule, you can apply a percentage discount that will be applied to the invoice when the payment schedule is accepted.
Important
If you define more than one invoice, it's important to understand that the discount will only be applied to the first invoice.
If your discount is higher than the amount of the first invoice, you could end up with a negative amount!