Give a discount on an invoice or quotation

Every line on an invoice, quotation or recurring invoice has a Disc. % column. Type a percentage and the line, the tax and the totals update straight away.

Steps

1. Start a new invoice or quotation and pick the customer.

2. Add the line. Search for the product and set the quantity.

   

3. Type the discount. In the Disc. % column, type the percentage, for example 10. The line amount drops at once.

   

4. Check the totals. Tax is worked out on the price after the discount.

   

5. Save. The invoice, its PDF and the print show the discount on the line.

   

Tip Give the same customer the same discount every time with a price list, instead of typing it on each line.

Good to know

• A discount is per line. To take a fixed amount off, lower the line's price instead.
• At the till (Point of Sale) discounts are given on the register.