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
Under the line items, select the Discount field
Note: For jobs, the Discount field will only be visible after items have been added.
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.
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