Add a Discount to a Client's Service

Modified on Fri, 23 Sep 2022 at 03:39 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.

Add a discount to an order in dog daycare software

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