Discounting is an invoice-wide action which is applied before the invoice is finalized. You can choose to apply a discount by a flat dollar amount or percentage to time and fees on the invoice. Note: You cannot apply discount to expenses on an invoice.
- Open the draft invoice.
- Select Apply discount on fees.
- Select which type of discount to apply using the $ toggle or % toggle.
- Select the green checkmark to apply the discount.
- You will now see the discount applied beneath the subtotal. If you wish to change or remove the discount, select the pencil icon. De-select Apply discount on fees if you wish to remove the discount entirely.
- Select Save Draft.
Did You Know
You can also apply a surcharge to your invoices.