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
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 will let you choose Flat Fees, Time Entries, Expenses, or Sub-Total. This is how you can determine which portions of the invoice to apply the discount to.
Type - The Type dropdown menu will let you designate the discount as a Percentage discount or Dollar Amount discount.
Notes - Enter any notes for the discount line item as you'd like it to appear on the invoice itself. 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 you are setting up a Percentage discount. Basis designates the amount that the percentage discount will be applied to.
Percentage - If you are adding a Percentage discount type, specify the percentage you'd like to discount.
Amount - This column shows you 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.
Overview of Adjustments - This area gives you an overview of the adjustments added to this invoice for the specific case.
You can apply as many discount line items to an invoice as you'd like. This enables you to setup 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.