Discounts can be applied to an invoice as either a percent or a flat amount and may be used on individual items or on the entire invoice, with one discount type applied at a time to ensure consistent calculation. Discount types can also be labeled, such as Birthday, Preferred Customer, or a create custom types, allowing reports to be run that show how much has been given for each discount type.
The default discount label is set as Standard; however, you can set one of the other options as the default or create custom discount labels.
- Begin creating an invoice.
- Select the add item button
to open the product lookup and add items to the invoice. Use the Search field and enter either a partial description or part number. To view and select from past purchases, click the History tab at the top of the form. - Decide which kind of discount you want to apply, either a percentage or a flat dollar amount. If you are giving a flat dollar amount, in the Discount section on the Details tab, select Flat (by default, Percent is selected). Please note that the two kinds of discounts cannot be combined.
-
To apply a discount to the entire invoice, enter an amount in the field next to the discount selected (Percent or Flat). To apply a discount to an individual item, enter the amount in the Discount field of the invoice grid for that item.
- The Standard label will be used as the default discount type. You can choose a different label from the drop-down menu in the Discount section or select the edit button
to create a new custom label.
- Finish the invoice by adding any additional options, such as shipping, a note, time spent, and payment information. Choose to Print or Email (and direct payment link, if applicable), then select Save.
