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How to Add a Discount to an Invoice
How to Add a Discount to an Invoice

Adding a percentage or set rate discount to an invoice

Daniel avatar
Written by Daniel
Updated over a week ago

When you create or edit an invoice, you have the option to add a discount. To create an invoice, you'll need a project. If you don't have one, create one from the project screen.

After you've created a project, add or edit an invoice in the project. This will open the invoice builder.

Scroll down to the "Payment Method". You'll see a button that says "Options". Click this button. This will open a dropdown menu where you can add a deposit or a discount, and enable payment methods.

Next, select which type of discount you want to apply. Pick either a fixed rate or a percentage amount.

Type the discount amount if you selected a fixed rate, or the percentage amount if you've selected percent.

Make sure to save your invoice after making the change. After saving, it will ask if you want to send the invoice or not. You can always save and send the invoice later if you are not yet ready.

To do this, click the 3 dots next to the invoice and then click "Send Invoice".

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