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How do I apply a Discount?

You can give a dollar amount discount to any of your customers by taking the following steps:

Setup

  • Create a new item by tapping the Manage > Products & Services, then tapping the Plus button in the upper right corner.
  • Give the item the name Discount and the Unit Price of 0.  The Item Code is optional.
  • Save the item.

Invoice - OPTION 1, Adding the discount amount

  • Create a new invoice (or edit an existing one) as you normally would.
  • Add the full priced item(s) to the invoice.
  • Next, add the Discount item:
    • Change the Quantity from 1 to -1.  This is what turns the extended price into a negative number in order to apply the discount.
    • Change the Unit Price to the discount amount.
    • Add any comments about the discount.

Invoice - OPTION 2, Adding the discount percent

We don't currently support percentage-based markups for the total cost.
However, there is a way to mimic this behavior that is pretty simple:

  • Create a new invoice (or edit an existing one) as you normally would.
  • Add the full priced item(s) to the invoice.
  • Next, add the Discount item:
    • Change the quantity to a negative decimal of the percent.  For example, if you want to give a 12.5% discount, the quantity will be -0.125.  This is what turns the extended price into a negative number in order to apply the discount.
    • Change the Unit Price to be the total amount of the invoice.  For example, if all of the items on the invoice added up to be $125.72, that is what you would put in the Unit Price.  125.72 times -0.125 = -15.72.  This will be your discount
    • Add any comments about the discount.

That's it!  Your invoice will show the regularly priced item and the discount you have applied to it.

 

 

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6 Comments

  • 0
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    Mindy Stephenson

    This is great if you need to apply a dollar amount, but how can you apply a percentage amount?

  • 0
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    InvoiceASAP Tech Team

    Hi Mindy,

    We have percentage discounts on our enhancement list, so they will be available soon.

    Until then, adding the dollar discount is the best option.

     

    Kind regards,

    Anne


    Anne H. Maxwell, CTO

    invoiceASAP

    anne@invoiceasap.com

  • 0
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    Tom Niede

    2% 10 days, Net 30 is still a popular term used in Biz.  I have several larger customers who request and use it.  I can account for it in QB but not in IASAP.  Wish I could!  Otherwise loving you guys.

  • 0
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    Aaaair3

    Subtotal all parts then discount say 10% is what would help a lot. After that i list my labor Non discount price.

     

     

  • 0
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    John

    It would be great if there was a column for discounting each line item. Sometimes I want to discount only my labor or only one product sold. Being able to add a column for a $ amount or % of a certain line item would be very beneficial.

  • 0
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    Clint Raabe

    Percentage discounting is a big deal.  If you can have a sales tax column/key, why is a percentage discount difficult to install?

    Otherwise your product is very nice.

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