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Jan 29, 2019 4:37 PM UTC
Solved

How do you do a loyal customer discount on an invoice?

Original commenter did not share additional details
JonpriLAnswer
Jan 29, 2019 5:46 PM UTC

Great news, @Vitan!

 

You can turn on the Discount feature to easily add and track discounts in your invoices.

 

Here's how to turn it on:

  1. Go to the Gear icon.
  2. Under Your Company, choose Accounts and Settings.
  3. Select Sales.
  4. Click Sales form content.
  5. Put a check for the Discount option to turn it on.
  6. Click on Save and then Done.

Once done, you can add a discount in the Discount field of your invoice.

 

Please see screenshot for your visual reference.

 

 

Also, you have the option to add a discount as an item of your inventory. Please read the article to learn more about this: Discount as Line Item on Invoices and Sales Receipts.

 

Feel free to leave a comment below if you have any other concerns.

27 replies

JonpriLAnswer
Jan 29, 2019 5:46 PM UTC

Great news, @Vitan!

 

You can turn on the Discount feature to easily add and track discounts in your invoices.

 

Here's how to turn it on:

  1. Go to the Gear icon.
  2. Under Your Company, choose Accounts and Settings.
  3. Select Sales.
  4. Click Sales form content.
  5. Put a check for the Discount option to turn it on.
  6. Click on Save and then Done.

Once done, you can add a discount in the Discount field of your invoice.

 

Please see screenshot for your visual reference.

 

 

Also, you have the option to add a discount as an item of your inventory. Please read the article to learn more about this: Discount as Line Item on Invoices and Sales Receipts.

 

Feel free to leave a comment below if you have any other concerns.

VitanAuthor
Jan 29, 2019 8:08 PM UTC

Thank you! Very Helpful!

Sep 30, 2021 5:22 AM UTC

When you make discount, you have to write down all the information in order to avoid misunderstandings in the future. I advice to make it in PDF format, cause it will make your business paper free and keep everything in one place. I recommend to use https://pdfliner.com/ . It is good for creating, editing and filling PDF files