In this article, you will learn how to offer discounts to your customers using the Workiz mobile app.
Offering discounts can be done in just a few steps, but the procedures will vary slightly depending on whether you want to offer a discount to a job, or to an estimate and invoice.
How to offer a discount on jobs
Open the job you want to add a discount to
Select the Finance tab
Select Job items
Under Sub total, select Discount
Complete the Set 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
Select Save
How to offer a discount on estimates and invoice
Open the estimate or invoice you want to add a discount to
Select Items
Under Sub total, select Discount
Complete the Set 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
Select Save
When applied to an estimate or invoice, the discount will be visible on the document from the Workiz client portal.
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