Discounts

A guide to creating Discounts on an existing Invoice.

Vaughn avatar
Written by Vaughn
Updated over a week ago

*********NOTE* - Due to changes in labeling, all references to Bills have been changed to Invoices, and all references to Billings have been changed to Time Entries in the Guide below. At some point, the Video above may also be updated. *************

A Discount is a way of keeping track of any decreases to an existing Invoice. In order to add a Discount, first head to the Invoices Entity on the left

and choose an existing Invoice.

*NOTE* - Only Invoices that have *not* already been Approved can have Fees or Discounts added. For this reason, it is suggested that you filter your Dropdown to Pre Invoices before selecting an Invoice.

Once in the selected Invoice, stay in this general area and look on the right side for a section marked Discounts.

Choose the type of Discount you’d like to give in either a flat dollar Amount or as a % of the total Invoice.

Next, put in your Amount or % Amount,

And finally, put in a description of what the Discount is for.

Once completed, press CTRL + S to Save or click the small Save Button on the bottom right.

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