Web Dashboard: Add a Discount

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

1. From your computer, log into the InvoiceASAP Web Dashboard.

If you already have an item called Discount, you can skip to Step 5.

 

2. Click Services.

 

3. Click Add New Service.

 

4.  Name the item Discount and set the Price as 0.  The Item Code is optional.  Save the item.

 

5.  Edit the invoice.

There are 2 ways to apply a discount to an invoice:  

• OPTION 1:  Insert a discount amount

• OPTION 2:  Insert a percent and let InvoiceASAP calculate the discount

 

OPTION 1:  INSERT A DISCOUNT AMOUNT

6.  Add the discount item from the drop down.  Set the quantity as -1 and the price as the discounted price.  In this example, we're giving a flat $35.00 discount.

 

OPTION 2:  INSERT A PERCENT AND LET INVOICEASAP CALCULATE THE DISCOUNT

7.  If you want InvoiceASAP to calculate the discount, add the discount item from the drop down.  Set the quantity to be the negative decimal value that equals the percent you want to discount.  For example, if you want to give a 10% discount, you would enter -0.10.  If you want to give a 30% discount, you would enter -0.30 as the quantity.  Then enter the total amount you want the discount to be applied to.  In this example, we're giving a 10% discount. to the total invoice amount of $350.

 

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