Overview
You can apply a percentage or fixed dollar discount to an invoice as an adjustment.
Discounts can be applied to different sections of the invoice. For example, you could apply a discount to:
Only time entries, but not expenses
The sub-total of the entire invoice
A custom dollar amount
Adding a Discount to an Invoice
Go to the Billing Module in the left navigation bar.
Select Invoices.
Open the Invoice Editor (for new invoices or existing invoices).
Scroll down until you see the line for Adjustments.
Click, Add Adjustment.
Let's take a look at the different options you have when adding a discount to an invoice:
Item - Choose Discount from the Item dropdown menu.
Applied To: The Applied To dropdown menu lets you choose Flat Fees, Time Entries, Expenses, or Sub-Total. This allows you to determine which portions of the invoice to apply the discount to.
Type: The Type dropdown menu lets you designate the discount as a Percentage or Dollar Amount discount.
Notes: Enter any notes for the discount line item as you'd like it to appear on the invoice. This is useful for describing the nature of the discount (For example, this is how you would identify a discount as a write-off).
Basis: The basis column is used when setting up a Percentage discount. It designates the amount to which the percentage discount will be applied.
Percentage: If you add a Percentage discount type, specify the percentage you'd like to discount.
Amount: This column shows the final discount dollar amount for the line item. If you are applying a Percentage discount type, the Amount column is not editable (it is calculated from the Basis and Percentage column). If you are adding a Dollar-Amount discount, the Amount column is where you can designate the dollar amount you'd like to discount the invoice for.
You can apply as many discount line items to an invoice as you'd like. This enables you to set up more complex discount situations, like applying a 15% discount to time entries and a $150 discount because the client paid their last invoice early. It is a very flexible feature.