Apply a discount to a customer invoice

Workshop Software allows you to apply either a dollar amount or percentage discount to a customer invoice. This article explains how to configure discount settings and apply discounts.

Step 1: Check Your Discount Settings

  1. Go to Settings > Company Settings.
  2. Check the Discount Includes Tax toggle and set it to Yes or No depending on your preference. If set to Yes, tax will be applied on the discount.
Workshop Software screen showing this is in settings > company settings”></figure> <!-- /wp:image --> <!-- wp:paragraph --> <p></p> <!-- /wp:paragraph --> <!-- wp:paragraph --> <p>1. Before processing the invoice, apply the discount to the invoice total by clicking on the green <strong>‘+’</strong> icon below <strong>Balance Due</strong> and selecting <strong>Add Discount</strong> from the drop down menu</p> <!-- /wp:paragraph --> <!-- wp:image --> <figure class=Workshop Software screen showing before processing the invoice, apply the discount to the invoice total by cli...

Step 2: Apply a Dollar Amount Discount

  1. On the invoice, make sure the discount Type is set to CASH.
  2. Enter the dollar value.
  3. Click the green Tick icon to apply the discount.
  4. Click the green Save button at the bottom of the page to save the discount to the invoice.
Workshop Software apply a discount to a customer invoice showing green 'tick' icon to apply the discount and then click on...
Workshop Software apply a discount to a customer invoice step 4 of 6

Step 3: Apply a Percentage Discount

  1. Make sure the discount Type is set to PERCENT.
  2. Enter the percentage of discount to allocate to the invoice.
  3. Click the green Tick icon to apply the discount.
  4. Click the green Save button at the bottom of the page to save the discount to the invoice.
Workshop Software screen showing to apply a % discount make sure that the type is set to percent , enter the p...
Workshop Software apply a discount to a customer invoice step 6 of 6

Good to Know

  • Check your Discount Includes Tax setting before applying discounts to ensure the correct tax treatment.
  • You can switch between dollar and percentage discounts by changing the Type field.
  • Always click Save after applying a discount to ensure it is recorded on the invoice.

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