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.
In this article:
*Note: If applying a Line Item Discount, do not use the Prepay Discount Item, create your own.
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 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
*Note: Discounts (& their descriptions) will appear as a Line Item on Proposals & Invoices