Step 1: Go to Sales and select Invoices
First, go to sales on the left-hand side of the dashboard. After clicking on 'sales', a drop-down menu appears.
Select Invoices from the drop-down menu and click on "Create Invoice” from the top right-hand corner of the screen.
Step 2: Fill in the customer's details.
You can select existing customers from the drop-down list or add new customers by typing in their details manually.
(And fill in the necessary details like due date, reference number, etc.)
Step 3: Select the discount type.
Now, click on the “Change Discount Type” drop-down box above the product details section and select “Unit Price” from the drop-down menu.
Note:
Discount on Price with tax: The applied discount will be deducted from the total amount including the taxes
Discount on Unit Price: The applied discount will be deducted from the basic product price, and then taxes will be calculated according to it.
Step 4: Fill in the details of the products.
You can select existing products from the drop-down list or add new products by typing in their details manually.
Now, Click on “+Add to bill” and add the discount percentage
(You can also add product details like quantity, category, etc.)
To add more products, click on ‘+ Add New Product’, which will add new item rows.
Step 5: Fill in other required fields
Also, add additional charges (if applicable) and create or edit notes, as well as terms and conditions.
We suggest not using the “Extra Discount” if a unit price discount is added. As this extra discount is added to the total price of the invoice and does not get reflected in the GST reports.
Step 6: Add your signature and click “Save”.
Your invoice with a discount price is ready.
You can now share it via WhatsApp, SMS, or email with your customers.
