Discounting at the Client Or Matter Level 

First, go to Clients in the navigation bar, then from here click on a specific client. You may also go to Projects (or whatever your mnemonic is for this term) and click on the specific project you'd like to set this to.

From there, click on the clients' or projects' Invoice Presets tab and click on the blue Edit button. 

You will see the Invoice Discount field to the left, which you can either set to Percentage or Flat Fee. Enter in the amount and also set a default to apply to Labor, Expenses, or both. Then click Save when finished.

If you are setting this up for a Project, please make sure you uncheck the "Use Client Settings" box so you are able to fill in those fields. 

Note: This will not update previously created invoices. 

Discounting Single Invoices

Invoices can be discounted by a flat fee or a percentage, which can be applied to Labor and/or Expenses. 

Please see instructions below:

1. Go to Invoicing from your navigation bar and select the invoice you would like to add a discount on
2. On 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, you will need to Unfinalize the invoice first.)
3. You will also see "Discount Options" in blue.  If clicked, this will allow you to select if you would like to apply the discount to either Labor Only, Expenses Only or both.
4. When finished - click the Save button on the upper right to apply the discount.

Invoices can be discounted by a flat fee or a percentage, which can be applied to Labor and/or Expenses. 

Please see instructions below:

1. Go to Invoicing from your navigation bar and select the invoice you would like to add a discount on
2. On 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, you will need to Unfinalize the invoice first.)
3. You will also see "Discount Options" in blue.  If clicked, this will allow you to select if you would like to apply the discount to either Labor Only, Expenses Only or both.
4. When finished - click the Save button on the upper right to apply the discount.

Once saved, you will see the updated amount at the bottom of the invoice: