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.

Offering discounts

  1. Open the job, estimate, or invoice you want to add a discount to

  2. Under the line items, select the Discount field

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

  3. Complete the Add discount fields

    1. Choose whether the discount should be applied as a dollar amount or a percentage of the total cost

    2. Enter the dollar amount or percentage you want to discount

    3. Select Save

The discount will automatically be applied to the job, estimate, or invoice.

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