How to add a Discount on Quotes or Invoices

Topic

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 

Instructions

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

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

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.