Invoice Discounts

Finance > Invoices > (selected invoice) > Invoice Discount

The Invoice Discount tab enables you to apply a discount to the invoice. A discount can be a percentage or dollar amount.

To Apply a Discount

1. Select the Finance > Billing page.
2. Click an invoice row with a Status of Ready to Send.
3. Click the Invoice Discount tab.
4. Click Add.
   • Discount Type - Assigns a default discount type percentage or amount.
   • Class - The finance class of this discount. Optional.
   • Default Value - Accept or override.
   • Notes - Entered notes display on the invoice.
   • Click Save. The Grand Total reflects the discount immediately.
5. Click Save.