Change The Standard or Birthday Discount Type

New: This is a new feature!

When applying a discount to an invoice, the default discount type is set as Standard or Birthday/Anniversary if you have it set in Preferences to automatically apply a discount during their birth month (unless otherwise specified in their contact profile settings). You can create a new default discount type for each or select a type that has been previously created.

To access the discount types, from the sidebar navigation, clickSettings, then Preferences, then the Invoices tab.

Standard Discount Type

1. Select from one of the options listed in the Standard drop-down from the Discounts section, or click ... to create a new type.
2. If creating a new discount type, after clicking click .
3. In the field that appears, enter the name of the new discount type.
4. When finished, click  then to close the Discount Types pop-up.
5. Select the discount type from the drop-down, then when finished, click to save and close Preferences.

View Sample Invoice

Birthday Discount Type

1. From the Discounts section, select Apply Discount During Birthday Month to enable and enter the percentage to be applied in the field.
2. Select from one of the options listed in the Birthday drop-down, or click ... to create a new type.
3. If creating a new discount type, after clicking click .
4. In the field that appears, enter the name of the new discount type.
5. When finished, click  then to close the Discount Types pop-up.
6. Select the discount type from the drop-down, then when finished, click to save and close Preferences.

View Sample Invoice

---

Additional Information:

• Create Custom Discount Types
• Automatically Apply a Birthday Discount
• Filter Contacts by Birthday Month