The default discount type is Standard when adding a discount to an invoice, or Birthday/Anniversary if birthday discounts are enabled in Preferences and not excluded in the contact's profile. A different default can be created, or an existing discount type can be selected.
From the sidebar navigation, click
Settings, then Preferences, then the Invoices tab.
Discount Options:
Standard
- Select from one of the options listed in the Standard drop-down from the Discounts section. Or select the edit button ... to create a new type.
- If creating a new discount type, after selecting the edit button ... select the add a row button
. - In the field that appears, enter the name of the new discount type.
- When finished, select the save button
then close the Discount Types pop-up. - Select the discount type from the drop-down, then when finished, select Save to close Preferences.
Birthday
- From the Discounts section, select Apply Discount During Birthday Month to enable and enter the percentage to be applied in the field.
- Select from one of the options listed in the Birthday drop-down. Or select the edit button ... to create a new type.
- If creating a new discount type, after selecting the edit button ... select the add a row button .
- In the field that appears, enter the name of the new discount type.
- When finished, select the save button then close the Discount Types pop-up.
- Select the discount type from the drop-down, then when finished, select Save to close Preferences.
Create Custom Labels
See Create Custom Discount Types for detailed steps.