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 Add Line Item (Note: if the Invoice is locked you will need to unlock it before adding line items).
- Begin typing the name of the Discount in dropdown list and select the correct Discount.
- Add or edit line item details as needed. Click Save on the Line Item. This will cause the Invoice total to recalculate.
- The Discount will apply to the line item directly above it. To move the Discount to a different line item, hover to the left of the line item and click on the blue arrows. Drag and drop the Discount to the proper place.
- Click Save.
Add a Discount to an entire Invoice (Subtotal Discount)
- Navigate to an Invoice.
- Click Add Line Item (Note: if the Invoice is locked you will need to unlock it before adding line items).
- Type in Subtotal and select it from the drop down (if you do not have an option of Subtotal, see Add Subtotal Record below).
- Add or edit line item details as needed. Click Save on the the Line Item. This will cause the Invoice total to recalculate.
- Click Save.
You can only add 1 Subtotal Line Item
Add a Subtotal Record
- Go to Settings > Invoice Customization.
- Click Add Subtotal Record in the yellow box at the top of the screen. (Note: if you sync with QuickBooks, a Subtotal Record should have come over in the initial sync.)
