Setting discounts

Sometimes you want to offer your clients a discount on an item or the entire quote, and you want that discount to be visible to them. That's what the discount setting is for!

Line discounts

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

Head to the line item settings and toggle on the Apply discount setting. You'll be able to switch between a flat discount or a percentage based discount or insert an already saved discount. Add your discount and close the settings. You'll now see a discount notation next to your unit price.

Section discounts

If instead of just a single line item being discounted you wanted to discount an entire section, you can do this too. For this, you'll use a section discount.

Head to the section settings and toggle on the Apply discount setting. Again, you'll be able to switch between a flat discount or a percentage based discount or add a saved discount. Add your discount and close the settings. You'll now see a discount notation next to your section total.

Whole quote discounts

But 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.

Head to the total settings and toggle on the Apply discount setting. Once again you'll be able to switch between a flat discount or a percentage based discount or a saved discount. Add your discount and close the settings. You'll now see a discount notation next to your total.

Showing/hiding the discount total

Within your quote block you'll be able to define if the total discount shows above the total price or not. To do this go to the total settings menu and toggle on Show Total Discounts.

Managing saved discounts

Within each of the 3 discount types, you'll be able to add either a one-off discount or use a discount you've saved to your library.

To manage those saved discounts, in any spot click to apply a discount and then click on the Edit and manage saved discounts option. Any discounts stored in the library can be used in item, section, or total discounts.

From there you'll see your library open up. Click on the + symbol to add a new discount, fill out the fields, and click done. 

From there you will also be able to delete the discount you no longer need by hovering over it and clicking on the trash can icon that will pop up on the right.

Once saved, you'll be able to apply that new discount to your existing quote and it'll be saved for re-use later. We'll also use what you've named the discount when showing the discount in the subtotal and total.

Still need help? Contact Us Contact Us