Please follow the directions below to add a discount to an invoice. You can either set a discount as a percentage or a flat amount.
- Go to Invoicing from your navigation bar and select the invoice you would like to add a discount on
- Towards the left, you will see the Discount option. Pull down the drop down to choose between Percentage or Flat Fee and enter in your amount. (Note: Please make sure the invoice is in a Pre-Bill status. If it is Finalized, please unfinalize the invoice first.)
- Then click the Save button on the upper right to apply the discount.
You will also see "Discount Options" and if clicked, it will allow you to uncheck the options to just apply the discount to Labor or Expenses only. When finished, click the Save button. Once saved, you will see the updated amount of the invoice after the discount was applied on the bottom of the invoice.