You can add discounts to your invoices, easily offering customers a fixed amount or percentage off their total bill.

There are two ways to add discounts to Invoices:

1. Create and use discounts like Inventory items, or
2. Apply a discount directly to a line item on an Invoice.

Create & Use Discounts Like Inventory Items

You create discounts from the same Product Details subtab that you use to create a new product or service. Here you'll:

1. Name and provide a Description for your discount.
2. Select either the “Discount - Amount” or “Discount - Percent” radio button:

• If you select “Discount - Amount,” enter a negative amount in the “Price” field. For example: -25.0 reflects a fixed, $25 discount.
• If you select “Discount - Percent,” enter a discount as a positive number. For example: 15 reflects a 15% discount. (Decimal values like 15.5 are accepted.)

3. Click Create Product (or Update Product, if you're editing a discount). Amount-based discounts based appear in the Products table with a Cost of $0.00 and a Price that reflects the discount (e.g. -$25.00). Percent-based discounts appear with a Cost and a Price of $0.00.

Once your inventory item is created, just add it as a line item to an estimate/invoice, and the discount will be applied:

E.g., Fixed:

E.g., Percentage:

Apply Discount Directly to a Line Item on an Invoice

For the second method, you'll start by creating an invoice or opening an existing invoice.

To apply a fixed discount amount, select the drop-down arrow next to the entered line item. Then enter the discount amount in the "Discount $" field as shown here:

To enter a percentage discount, type the percent amount in the "Discount %" field as shown below: