Discounts

A discount can go on one line or on the whole quote, as a percent or in dollars. It comes off before tax.

Discount one line

1. Open the quote and the Items tab.
2. Under the line, press Add discount.
3. Pick % or $ and type the amount.
4. Press Save. The line shows its old amount crossed out above the new one.

Discount the whole quote

1. In the totals box under the items, press Add discount beside Discount.
2. Pick % or $ and type the amount.
3. Press Save. The discount shows in green in the totals.

Good to know

• Only someone whose role has the Discounts and cancellations switch (an admin always does) can give or change a discount. Everyone else sees a discount but cannot change it.
• Press the discount again and Clear to take it off.
• A discount comes off before sales tax.
• Changing the Rate on a line is another way to give a special price, and the line then shows your catalog price beside it.
• The client sees the discount on their page and on the PDF.

If something goes wrong

• There is no Add discount. Your role does not have the Discounts and cancellations switch. Ask your admin.