Add A Discount To An Invoice


Easily apply a discount to invoices simply by selecting the discount option on the invoice.

To get started you need to create your invoice and you can view more on creating invoices here > How Can I Create A Invoice With AND CO

Once you have created the invoice simply select the yellow edit tab so you are in edit mode (if you are not in edit mode already) or the options tab top left > edit view on

If you have a existing invoice (sent/draft) simply select the invoice > more tab > edit and send.

Once in invoice edit mode select the > Discount option

Enter in your discount and select save.

Once you have saved these details your invoice will be updated and the discount reflected.

Save as draft

Once you have entered in your discount > select the options tab top left > save to save the invoice as a draft.

Send Invoice

If you want to send the invoice > select Next to send and continue to follow the prompts to send the invoice.ย 


Tips:

  • You can also add a negative line item to the invoice by selecting to > add a line item > and entering in a negative amount eg $-50.00
  • You can also send yourself a test invoice to review the invoice prior to sending to your client.ย 
  • A test invoice is a draft invoice, to activate the invoice and online payment option it will need to be sent or marked as sent.

๐Ÿ’Œ ย Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. ๐Ÿ’Œ

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