Add a Discount to a Client's Service

Modified on Fri, 23 Sep, 2022 at 3:39 PM

A Discount reduces the amount of a client's Invoice. There are times when you may want to provide a Discount to a client that uses your services often, requests a long-term service or maybe had a concern about the service provided. You can add a Discount for any amount you choose.

Tip: You should have a Service Item called "Discount" to apply a discount to a client's account.

Note: If you have not yet invoiced the client, add the Service Item to the order before invoicing. If you have invoiced the Service order, you have two options: 1. Void the Invoice, add the Discount and Re-invoice, or 2. Add a credit for their next service.

How Do I Add a Discount to a Client's Invoice?

Navigation: Clients > access client account > Orders & Invoices

Step 1

Open the Service Order in Quote Status by clicking the blue "Service Order Name" link.

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Step 2

Click "Add Services."

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Step 3

To place the discount at the bottom of the Invoice, set the date to 1 day after the last service.
Select "Discount" as the service item.
Assign Staff as yourself.
Click "Add."

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Step 4

Select the checkbox in front of "Discount" at the end of the order.
Click "Edit."

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Step 5

In unit charge, add a minus sign then the discount amount, i.e.(-23.00).
Ensure Staff Pay amount is 0.00.
Click "Update."
The total of the service order is decreased by the "Discount" amount.

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