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How to Apply A Discount to An Invoice

Discounts are typically applied while generating (or editing) an invoice that has yet to be paid. If you are looking to waive a remaining invoice balance, or make a change to an invoice that has already been delivered to the client or partially paid, see HERE.

Applying a Discount to the Invoice Total

Step 1: Follow the steps to Create an Invoice. (Not sure how? Click Here)

Step 2: Once you are at the add/edit invoice screen, follow these steps:

  • Scroll to the bottom to locate the discount field. Here you have the option to apply a percent or flat discount.
  • Enter the discount amount/percentage in the field to the left.
  • Select your format option (percent or flat). The total discount amount will then be calculated for you on the right.*

*Discounts only apply to fee entries, not expenses. 

Your Discount will appear on the invoice as follows:


Discounting Individual Entries

To discount individual line items, you may create an entry with a negative value. For example, enter the amount as (-20.00) for removing $20.00. 

 
For best practices, we recommend that this only be done if a discount is needed for a particular biller’s time or fee. This should only be done if tracking fee per timekeeper is important. This will also show on the Timekeeper’s billed fee reports. 
Updated on March 18, 2019

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