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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