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
- Navigate to an Invoice.
- Click Edit.
- Click Add line.
- Begin typing the name of the Discount in the dropdown list and select the correct Discount.
- Add or edit line item details as needed. The Invoice total will automatically recalculate as you add the discount amount.
- 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.
- Click Save Invoice.
Add a Discount to an entire Invoice (Subtotal Discount)
- Navigate to an Invoice.
- Click Edit.
- 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.
- Click Add line.
- Begin typing the name of the Discount in the dropdown list and select the correct Discount.
- 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.
- Click Save Invoice.
You can only add 1 Subtotal Line Item.