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Applying Discounts and Late Fees
Applying Discounts and Late Fees

This article will show you how to apply discounts and late fees to Proposals & Invoices in DripJobs.

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago

Applying Discounts on Proposals

1. Click on the desired Proposal

Click on the desired Proposal

2. Click on Apply Discount

Click on Apply Discount

3. Choose the amount

Choose the amount

4. Leave notes regarding the discount if needed

Leave notes regarding the discount if needed

5. Click on Save

Click on Save

6. The Sales Discount will now populate on the Proposal builder

The Sales Discount will now populate on the Proposal builder

7. The discount will also be shown on the Proposal

The discount will also be shown on the Proposal


Applying Discounts to Invoices

1. Click on the desired invoice

Click on the desired invoice

2. Click on Apply Discount

Click on Apply Discount

3. Choose the amount

Choose the amount

4. Leave notes regarding the discount if needed

Leave notes regarding the discount if needed

5. Click on Save

Click on Save

6. The discount will now populate in the Invoice editor

The discount will now populate in the Invoice editor

7. The discount will also be added to the customer's Invoice

The discount will also be added to the customer's Invoice


Applying a Late Fee to an Invoice

1. Click on the desired invoice

Click on the desired invoice

2. Click on Apply Late Fee

Click on Apply Late Fee

3. Choose the amount and type any desired notes for the Late Fee

Choose the amount and type any desired notes for the Late Fee

4. Click on Save

Click on Save

5. The Late Fee will now populate in the Invoice editor

The Late Fee will now populate in the Invoice editor

6. The Late Fee will also be added to the customer's Invoice

The Late Fee will also be added to the customer's Invoice
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