Apply a discount on an invoice

When drafting an invoice, you can enter discounts on the total of the invoice. To do this:

1. Open the draft invoice.
2. In the Time & Fees section, tick the line items that will appear in the invoice.
   
3. On the right-hand panel, Tick Apply discount on fees.
4. Enter the dollar amount or percentage of the discount in the relevant field. Select the tick icon to apply the discount.
   
   Need help calculating your discount? Our team have created a handy Excel spreadsheet you can download and use. Download it here. Note that this does not calculate correctly if there are GST-free items on the invoice.

Once the discount is applied, the Balance Due amount will be updated. You can then continue to finalise your draft invoice.

Did You Know

• When entering the amount in the discount field, enter the amount before GST is factored in. 
• Discounts are only applied against all Time & Fee items on an invoice.