How to add a Discount on Quotes or Invoices


There are 2 ways to add a discount to your quotes and invoices, 

  1. Using a Percentage % discount or
  2. Deducting a set $ amount, e.g. adding a credit added to an invoice 



Percentage Discounts - you can either add a % to a selection of items, or all items. 

  1. Inside a Quote or Invoice, add your line items in at full price.  
  2. Add the percentage in the Discount column

    Screenshot 2023-08-30 at 4.13.01 PM.png

  3. Click on the Preview tab to see what it will look like for your customer

    Screenshot 2023-08-30 at 4.14.24 PM.png


Deducting a set $ amount - you can also add a negative line item to a Quote or Invoice to look like a credit, voucher or specific value discount. 

  1. Add your line items and then a Miscellaneous item to be your discount. 

  2. Customise the item Description, then add a hyphen '-' before the value to change it to a negative amount. Screenshot 2023-08-30 at 4.34.41 PM.png

  3. Click on the Preview tab to see what it will look like for your customer 

    Screenshot 2023-08-30 at 4.36.10 PM.png

Additional Information

Can't see the Discount column in your Quote or Invoice? It might be a hidden column 

If you're using a Percentage Discount, you can choose whether you want to show/hide the line item discount from the customer in Document Themes. 


Screenshot 2023-08-30 at 4.11.18 PM.png

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