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How to Add a Global Discount to an Invoice

Overview

You can give a customer a discount on an invoice based on a fixed amount or percentage.  The instructions below will explain how to add a global discount to an invoice. You can also add a line item discount to the invoice. The following tutorial explains how to add a line item discount. http://app1.studiocloud.com/support/index.php?/article/AA-00346/0/


How to Add a Global Discount to an Invoice

  1. Click on the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click on the Invoices/Estimates/Quotes button
  4. Create a new invoice or find and edit an existing invoice
  5. Click on the edit icon next to the Discount label in the totals section of the invoice near the bottom right
  6. Select either By Value, By Percentage, or By Percentage of Subtotal and Line Item Discounts
    1. By Value – this will take out a fixed amount, from the subtotal
    2. By Percentage of Subtotal – this will take out the entered percentage, from the subtotal
    3. By Percentage of Subtotal and Line Item Discounts – this will take out the entered percentage, from the subtotal after the line item discounts have been applied to it.
  7. Click the Apply Discount button
  8. Click the Save button