Quote/Invoice Discounts [Mobile]

Adding a discount to an invoice on the mobile app

Michelle avatar
Written by Michelle
Updated over a week ago

On desktop? Click HERE for the desktop help article.

Adding a discount to an invoice or quote on the mobile app is quick and easy.

Add a discount to any draft invoice or quote.

To learn how to create an invoice, tap HERE.

To learn how to create a quote, tap HERE.

The discount section is in the quote/invoice summary.

Discount is entered as a percentage number. Tap Add and enter the desired percentage discount.

The total will adjust accordingly. Tap out of the discount box and the $ amount of the discount will also display on the invoice.

Note:

If the discount function is not used, it will NOT appear on the quote/invoice a client sees

Client view:

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