How do I discount an invoice?

You can apply a percentage or fixed dollar discount to an invoice.

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

You can apply a percentage or fixed dollar discount to an invoice.

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

Here is how you can add a discount to an invoice:

Open the Invoice Editor (for new invoices or existing invoices).

Scroll down on the page to view the Adjustments block (pictured below).

Click on Add Adjustment.

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Let's take a look at the different options you have when adding a discount to an invoice.

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Item - Choose Discount from the Item dropdown menu.

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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. Maybe you'd like to discount only time entries but not expenses - simply choose Time Entries for this column. To apply a discount to the entire invoice, choose the Sub-Total option.

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Type - The Type dropdown menu will let you designate the discount as a Percentage discount or Dollar Amount discount. The Percentage option is for situations like "I'd like to apply a 10% discount to the time entries". The Dollar Amount option is for situations like "I'd like to knock off $1,500 from this invoice".

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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, you could write something like "10% discount for your last payment being early".

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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. For example, if you choose to apply a Percentage discount to all time entries, the Basis column will populate with the total dollar amount of all the time entries on the invoice. You can edit the Basis column whenever you'd like.

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Percentage - If you are adding a Percentage discount type, specify the percentage you'd like to discount.

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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.

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Overview of Adjustments - This area gives you an overview of the adjustments added to this invoice for the specific case. In this example, we see the 'Anderson Estate Preparation discounts'.

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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.
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