Apply a discount to an invoice

Steps

  1. Ensure that the discount option is enabled in "Settings > Organisation > Toggle Features"
  2. Apply discount when entering sales invoice

Guide Information

  • Difficulty: Beginner
  • Estimated Completion Time: 10 minutes

Step 1.

Ensure the Discount option is enabled in “Settings > Organisation > Toggle Features” in the “Invoicing & Expenses” tab

Step 2.

When creating a new sales invoice enter the discount to apply to the total. An invoice item will be added to the invoice to reflect the discount.

Alternatively, you can enter a negative value for the unit price of an invoice item to reflect a discount.