In this article, you will learn how to offer discounts to your customers on jobs, estimates, and invoices.
Offering discounts to your customers can be done in just a few clicks.
Open the job, estimate, or invoice you want to add a discount to
In the order/invoice summary, select the Discount field
Complete the Add discount fields
Choose whether the discount should be applied as a dollar amount or a percentage of the total cost
Enter the dollar amount or percentage you want to discount
The discount will automatically be applied to the job, estimate, or invoice and be presented in the order/invoice summary.
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