Setting discounts

Sometimes you want to make it clear that you're offering your clients a discount on an item or the entire quote. That's what the discount setting is for!

Line discounts

Let's say you want to discount just 1 line item in your quote. For this, you'll use a line item discount. 

Click the arrow icon on any line and enable the switch for Apply discount. You'll be able to choose either a dollar amount discount or a percentage discount. Add your discount and close the menu. You'll now see a discount notation next to the price.

Section discounts

If you want to discount an entire section instead of a single line, you can do this too. 

Head to the section you want to discount and click on the Settings icon (3 dots). Enable the Apply discount switch. Again, you'll be able to choose a dollar amount discount or a percentage discount. Add your discount and close the settings. You'll now see a discount notation next to your section total.

Whole quote discounts

What if you want to offer a discount for the entire total? Well, that's possible too! For this, you'll use a total discount.

In the Total block of your quote, click on the Settings icon (3 dots) and enable the Apply discount switch. Once again, you'll be able to choose either a dollar amount or a percentage. Add your discount and close the settings. You'll now see a discount notation next to your total.

Showing/hiding the discount total

You can show the total discounted amount alongside your quote total. This can be handy if you've applied a number of different discounts to individual lines or sections of your quote. Head to the Total block of your quote and click on the Settings icon (3 dots). Then enable the Show Total Discounts switch.

If you want to remove this line later, repeat the steps and disable the switch.

Saving a discount to your library

If you have discounts that you use often, you can save them to your library. You can then apply them to any line item, section, or whole quote.  

When you click the Apply Discount switch in any location, you can access a menu of your saved discounts.

To add a discount to your saved library, click any spot where you'd apply a discount (line item, section, or total). Then click Edit and manage saved discounts

From there, your library will open up. Click on the + symbol to add a new discount, fill out the fields, and click Done

In the discount library, you'll also be able to delete any discount you no longer need. Hover over it and click on the trash can icon that will pop up on the right.

Once you've saved a discount you'll be able to apply it to any quote at the line, section, or total level. If you've applied a saved discount to the subtotal or total, we'll even display the name you've given the discount.

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