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January 29, 2019
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How do you do a loyal customer discount on an invoice?

  • January 29, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by JonpriL

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.

2 replies

JonpriLAnswer
January 29, 2019

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
January 29, 2019

Thank you! Very Helpful!

September 30, 2021

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