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Add Discounts to Quotes & Invoices

You are able to easily add a discount your quotes and invoices with no need for external calculations or additional line items.

Shanna JM avatar
Written by Shanna JM
Updated over a week ago

Here are the quick and easy steps for adding a discount to quotes and invoices.

Step 1. Add your items to your Quote or Invoice the same way you normally would.

Step 2. Scroll to the bottom of your Quote or Invoice and toggle on the Enable Discount button

Step 3. With the toggle on, you will now see an additional line in your totals panel to facilitate the discount. Choose whether you would like to input the discount as a percentage or a dollar amount.

Step 4. Input the corresponding amount. You will notice that the discount is automatically calculated and the total is adjusted.

That's it!

This feature is available in our Full-Service Plan

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