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 be adjusted accordingly. Tap out of the discount box, and the $ amount of the discount will also be displayed on the invoice.
Note: If the discount function is not used, it will NOT appear on the quote/invoice a client sees
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Client view:
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