Discounts

A discount can be either a set amount, or a percentage of the invoice subtotal.
Set preset discounts (called Promotions) to quickly apply to invoices.
Discounts are applied before tax is calculated.

Mobile

  1. From the main invoice screen, select   Invoice Options.
  2. Set the discount in the Promotion & Discount section.
  3. Preset Discount: Select a preset discount from the Promotions menu.
  4. Custom Discount: To discount a fixed amount, select the $, and enter the amount under the $. To discount a percentage of the invoice subtotal, select the %, and enter the percentage under the %.
  5. Tap  check mark to apply the discount, and Save (or Save & Send) to save the changes.

Windows PC

  1. On the Main Invoice screen, set the discount in the Promotion/Discount section.
  2. Preset Discount: Select a preset discount from the drop-down menu.
  3. Custom Discount: To discount a fixed amount, select Amount an enter the amount. To discount a percentage of the invoice subtotal, select Percent enter the percentage.
  4. Close the Invoice to save the changes.
 

Set preset discounts (Promotions)

Mobile

  1. Select Settings, then Manage System Lists.
  2. Select Discount
  3. Tap the + to add a new preset discount, or tap an existing discount to edit it.
  4. Enter a description
  5. Select the discount type (Amount or Percentage).
  6. Enter the value of the discount.
  7. Tap the checkmark to save.

Windows PC

  1. From the Main Menu, select Settings
  2. Select Discounts from the Invoice section.
  3. Click New to create a new discount.
  4. Enter the discount name.
  5. Under Amt Percent, select the type of discount
  6. Enter the value for the discount--the percentage rate for a percentage discount, or the amount for a fixed amount discount.
  7. Close the window to save your changes.
  8. Sync your mobile device to update with the latest discount.

To discount a single Item 


1. When adding an Item to the Invoice, charge the full price
2. Underneath that Item, add and create an Item named "Discount"
3. Choose a negative price or quantity for the amount you wish to discount from the original item









 

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