Add Discounts to an Estimate

There are two ways to add Discounts to an Estimate: in bulk or to a single line item. Both of these are added from the Estimate overlay, either when you initially create an Estimate or after it's been saved.

Before you can add Discounts to an Estimate, you will need to have created at least one Discount to use (Settings > Discounts). 

Add Discounts in Bulk

  1. Select the line items that will receive the discount by checking the box(es) at the far left of the line items.
  2. Click Discount

    mceclip0_-_2020-11-10T093708.086.png

  3. Select the discount to apply. 

    mceclip1__76_.png

  4. Click Apply.

 

Add a Discount to a Single Line Item

  1. Click on the percent sign icon on the far right  of the line item. 
  2. Select the discount to apply. 

    mceclip2__52_.png

  3. Click Apply.

Note: The percent sign icon will appear green any time a discount is applied.

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?