Workiz

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

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

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

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.

Need more help? See related articles below:

<a href="https://help.workiz.com/en/articles/6004471-how-to-charge-your-clients-with-workiz-pay">How to charge your customers with Workiz Pay</a>

<a href="https://help.workiz.com/en/articles/6242677-how-to-offer-discounts-on-mobile">How to offer discounts on mobile </a>

<a href="https://help.workiz.com/en/articles/4291398-how-to-create-and-send-invoices">How to create and send invoices</a>

<a href="https://help.workiz.com/en/articles/6203830-adding-items-and-services-to-invoices">Adding items and services to invoices</a>

- <a href="https://help.workiz.com/en/articles/6004471-how-to-charge-your-clients-with-workiz-pay">How to charge your customers with Workiz Pay</a>
- <a href="https://help.workiz.com/en/articles/6242677-how-to-offer-discounts-on-mobile">How to offer discounts on mobile </a>
- <a href="https://help.workiz.com/en/articles/4291398-how-to-create-and-send-invoices">How to create and send invoices</a>
- <a href="https://help.workiz.com/en/articles/6203830-adding-items-and-services-to-invoices">Adding items and services to invoices</a>

Learn how to easily offer discounts to your clients for jobs, estimates, and invoices.

How to offer discounts to your clients

Offering discounts