Discounts

Background

Discounts are essential in providing value to clients and incentivising sales. Applying discounts directly on the invoice during job/quote creation ensures that customers know the savings they are receiving and helps maintain clear and transparent financial records. 

Discounts are applied upon job or quote creation and can be added individually per invoice line item. It is calculated in the Invoice field upon entering the percentage discount during the job/quote creation process. To apply the discount, follow the steps below: 

Setup

Quotes

 In SETUP > Quotes > Settings, you can set whether discounts are shown on Quotes by default.

When you Preview and Send a quote, it will apply the default discount display setting, but you can update it per quote.

Invoices

 In SETUP > Jobs > Invoice, you can set whether discounts are shown on Invoices by default.

When you Preview and Send an invoice, it will apply the default discount display setting, but you can update it per invoice.

Applying discounts

1. Go to the invoice section where you can add line items for the services/products applicable to the job. 

2. Enter the discount percentage for each line item. You can enter different percentages of discounts per line item.

3. Double-check the amount and continue creating the job. 

Things to know: 

• The system will automatically calculate and display the discounted prices based on the entered percentage.
  
  
• The discount application is dynamic. If the unit price is updated, the discount amount will automatically adjust to reflect the new price. However, if the unit price is changed to an amount higher than the original price of the product, the discount percentage will be removed and it will be converted to a markup. 
  
  
  
  
• The subtotal, GST and total amounts will be updated in real-time to incorporate the discounts.
  
  
• Discounts are applied individually to each line item, allowing for flexibility in discount percentages across different products or services.
  
  
• Discounts cannot be applied to custom items. 
  
  
• If the discount is applied to a recurring job, then by default, it will reflect on all the jobs associated with the recurrence.
  

Invoicing 

The discount will be shown in the final invoice and the final price. 

In a nutshell: 

• Discounts can only be applied as a percentage of the invoice line item.
• Discounts are entered individually for each line item, allowing for varying discount percentages across different items.
• Once the discount percentage is entered, the system will automatically calculate and display the discounted prices. The subtotal, GST and total amounts on the invoice will be updated to reflect the applied discounts.
• Discounts on quotes will be applied when the quote is converted to a job. Note that discounts cannot be applied to the deposit amount.