Set a default discount for a client | Ardex Essentials Help Center

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Set a default discount for a client

Set a default discount for a client

Any time the person is added as an owner to a horse, the default discount will pull through.

Written by Adam Steiber

Updated over 2 years ago

Go to the People tab
Select Owners in the View dropdown.
Open the relevant person record
Go to the Person Detail tab
Scroll to Financial Information
Enter the discount % in the discount box
Scroll to bottom and press Save

This can be edited if required.