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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
- Click on the Point of Sale component
- Click on the Point of Sale tab
- Click on the Invoices/Estimates/Quotes button
- Create a new invoice or find and edit an existing invoice
- Click on the edit icon next to the Discount label in the totals section of the invoice near the bottom right
- Select either By Value, By Percentage, or By Percentage of Subtotal and Line Item Discounts
- By Value – this will take out a fixed amount, from the subtotal
- By Percentage of Subtotal – this will take out the entered percentage, from the subtotal
- 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.
- Click the Apply Discount button
- Click the Save button
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