Add a Discount to Transactions and Contacts

Add a discount to a sales invoice, quote or purchase order 

1. In the Account menu, select Sales (Accounts >> Sales). 

2. Open an existing Invoice you want to add a discount or create a New Invoice. 

3. Add Discount to a New Invoice. 
   • Click on the rightmost dropdown Button +New Invoice and then select New Invoice option.
   • Enter the required details in the relevant fields. 
   • Under the Disc % field, enter the discount. 
   • Click Save. 

4. Add Discount to an Existing Invoice.
   • Open an existing invoice you want to add a discount.
   • Click on the Invoice Option drop-down button and select the Edit option. 
   • Update the required details in the relevant fields.
   • Under the Disc % field, enter the discount. 
   • Click Save. 

Add A Discount to A Contact

Add Discount to a New Contact  

1. In the Contact menu, click Add Contact. 

2. Enter the required details in the relevant fields. 

3. Under Setting Tab, enter the discount in the Sales Discount field. 

4. Click Save. 

Add Discount to an Existing Contact  

1. In the Contact menu, click Contacts Summary. 

2. Open the account you want to add the discount. 

3. Click the Edit Button. 

4. Update the required details in the relevant fields. 

5. Under Setting Tab, enter the discount in the Sales Discount field. 

6. Click Save.