Set a discount option as default | Change discount option for particular Invoice

In this article, we will explain to you more about how to set default discount option and how to change discount option from document without changing the default discount option in Settings -> Customization -> PDF Customization / Preferences.

iOS and Android

Set a discount option as default from Preferences

• From side menu click on Settings -> Customization -> Preferences
• Tap on Discount, Select the discount option that you want to set as default.
• Tap on Save.
• Now when you will create a new invoice, that invoice will be created with saved default discount option. In the following video/GIF default discount option is set to I don’t give discount. Due to this discount option, discount field will not appear in newly created invoice.

Change discount option for particular Invoice

Following are the steps to changing the discount option for a particular document (Invoice, Estimate, P.O, Credit Note). 

• Open the client’s invoice that you want to give a discount to.
• Tap on Preferences Settings button at the top.
• Select the discount option of your choice.
• Tap on Save.
• Now u can apply discount to Invoice.
• The following video/GIF shows that when default discount option is set to I don’t give discount, discount field does not appear during adding a new item as well as for giving to entire invoice. When we select discount option Both Item and Invoice Level Discount (Before Tax) the discount field appears during both i.e. while adding new item to the invoice as well as at invoice level (for giving discount to entire invoice).
• This discount option change will only be applicable for this particular invoice. It will not change the saved default discount option that you have in Settings -> General Settings -> Preferences (In case following video/GIF I don’t give discount).

Web and Mac

Set a discount option as default from PDF Customization

• From side menu click on Settings -> Customization -> PDF Customization
• In PDF Customization click on Body -> Totals -> Discount
• Select the discount option that you want to set as default.
• Click on Red colored Save button located at the top.
• Now when you will create an invoice that invoice will be created with saved default discount option. In the following video/GIF default discount option is set to I don’t give discount. Due to this discount option, discount field will not appear in invoice.

 

Set a discount option as default from Preferences 

• From side menu click on Settings -> Customization -> Preferences
• Select the discount option that you want to set as default.
• Click on Save.
• Now when you will create an invoice that invoice will be created with saved default discount option. In the following video/GIF default discount option is set to I don’t give discount. Due to this discount option, discount field will not appear in newly created invoice.

 

Change discount option for particular Invoice

Following are the steps to changing the discount option for a particular document (Invoice, Estimate, P.O, Credit Note). 

• Open the client’s invoice that you want to give a discount to.
• Click on Preferences Settings button at the top.
• Select the discount option of your choice.
• Click on Save.
• Now u can apply discount to Invoice.
• The following video/GIF shows that when default discount option is set to I don’t give discount, discount field does not appear during adding a new item as well as for giving to entire invoice. When we select discount option Both Item and Invoice Level Discount (Before Tax) the discount field appears during both i.e. while adding new item to the invoice as well as at invoice level (for giving discount to entire invoice).
• This discount option change will only be applicable for this particular invoice. It will not change the saved default discount option that you have in Settings -> General Settings -> Preferences (In case following video/GIF I don’t give discount).