V3 Invoice Overlay - Add a Discount to an Invoice

You can add a Discount to an Invoice after it has been generated even if a Discount was not applied to the Service that generated the Invoice. In order to add a Discount to an Invoice, you will need to have created Discounts under Settings > Discounts

Note: For information on how to add a True Cash Discount, see this article.

Add a Discount to one Invoice line item

  1. Navigate to an Invoice.
  2. Click Edit

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  3. Click Add line

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  4. Begin typing the name of the Discount in the dropdown list and select the correct Discount.
  5. Add or edit line item details as needed. The Invoice total will automatically recalculate as you add the discount amount.
  6. The Discount will apply to the line item directly above it. To move the Discount to a different line item, drag and drop the Discount to the proper place using the arrow on the far left of the line item.
  7. Click Save Invoice.

Add a Discount to an entire Invoice (Subtotal Discount)

  1. Navigate to an Invoice.
  2. Click Edit
  3. Click Add subtotal row. This will add a subtotal row to the body of the Invoice on both the Invoice overlay and the Invoice body the Client actually sees. 

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  4. Click Add line.
  5. Begin typing the name of the Discount in the dropdown list and select the correct Discount.
  6. Add or edit line item details as needed. The Invoice total will automatically recalculate as you add the discount amount. This discount will apply to the subtotal line item.
  7. Click Save Invoice.

You can only add 1 Subtotal Line Item.

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