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.
If you sync with QuickBooks Desktop: Set the quantity as -1 and the price as the discounted price. In this example, we're giving a flat $35.00 discount.
If you sync with QuickBooks Online OR you do not sync: Set the quantity to be 1 and the price as a negative discounted price.
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.
If you sync with QuickBooks Desktop: 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 as the quantity. 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.
If you sync with QuickBooks Online OR you don't sync at all: Set the quantity to be the 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 as the quantity. 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 as a negative value. For example, if the total invoice amount is $350, you would enter -350 as the price.
8. That's it! Your invoice will show the regularly priced item and the discount you have applied to it.
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.
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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.
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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.
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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?
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