Discount items in SingleOps can be used in two ways: as percentage discounts on the entire job, or as a flat discount as a line item. It is recommended that you only use one method on each job.
⚠️ 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.
⚠️ 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:
Create a Discount Item
Navigate to Setup > Items > Items
Click the New button
Enter the Name of your discount line item.
Next to Category, select Discount.
Default Price will apply when used as a flat discount item.
Default Discount Percent will apply when used as a percentage discount item.
Enter required information and click Update Item or Save Item when finished
⚠️ If your account is connected to QuickBooks Desktop, the discount category will not be available. You must enter Discount Items in QuickBooks, and it will sync over to SingleOps.
Apply a Percentage Discount
Click Edit Job on a Job
At the bottom of your Job edit page, click the Enabled bubble next to Discount
Select the item from the Discount Item dropdown
Enter a percentage in whole numbers (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
⚠️ 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.
⚠️ Both types of discounts and their descriptions will appear as a Line Item on Proposals & Invoices.