Discount items in SingleOps can be used in two ways: as built-in discounts by percentage or applied directly as a Line Item to the job for a flat rate.
Note: If applying a Line Item Discount, do not use the Prepay Discount Item, create your own. Remember that when using a discount, enter the amount as a positive number, no minus sign needed. The deduction will calculate properly.
Note: Discounts live on the job. There is no way to add or display a discount at the RUP or CMB level. If you are ever trying to add a discount to a RUP or CMB, the only way to do it is to apply a discount to one of the sub invoices, which is done from the visit tied to that invoice. The discount then carries into the RUP or CMB.
In this article:
Apply a Percentage Discount
Select Enabled next to Discount at the bottom of your Job edit page
Select the Discount Item
Enter a percentage in whole number (e.g., 40 for 40%)
Include a description (optional)
Select Tax Type
Pre Tax: discount will apply to the pre-tax total
Post Tax: discount will apply to the post-tax total
Apply a Flat Rate Discount
Add the discount item directly to the estimate on the Job edit page
Insert the discount amount as the unit price
Leave the amount as a positive number
Note: Do not enter a minus sign. As long as the item's Category is set to Discount, SingleOps automatically deducts the amount from the job total.
*Note: Discounts (& their descriptions) will appear as a Line Item on Proposals & Invoices