In this article, we will explain you more about how you can add a discount to an item in an invoice.
Add Discount
The steps mentioned below for adding discount are similar to Estimate, Purchase Order, and Credit Note.
Set a Discount option of your choice
In Professional Invoicing app there are different discount options that you can use.
To get an overview of different discount options click here
For more detailed information on how set a default discount option click here.
For more detailed information on how to change discount option for particular document (Invoice, Estimate, P.O, Credit Note) click here.
iOS and Android
- Tap on to open the side menu.
- Tap/Click on Invoice from side menu.
- To open/edit tap/click on the Invoice.
- Tap/Click on Edit
- For adding an item to an invoice tap/click on Select a Product to add as item.
- A popup will open containing a list of saved Products.
- Search or directly select the product from the list which u want to add to invoice as an item.
- Enter Quantity.
- Enter discount in the discount field and select item discount type (% or Currency) available next to discount field.
- Tap Save. A product with discount will get added as an item to the invoice.
Web and Mac
- Click on Folders from side menu.
- Click on All Folders / Invoice.
- Click on button of the Invoice.
- Click on Edit to Edit/Open the Invoice.
- For adding an item to an invoice click on Search to Add Items.
- A dropdown will open containing a list of saved Items.
- Search or directly select the item from the list which u want to add to invoice.
- Enter Quantity.
- Enter discount in the discount field and select item discount type (% or Currency) available next to discount field.
- Click Save. Item with discount will get added.