How to Add Discounts to an Invoice

Adding discounts to your invoices is quick and easy! Follow these simple steps to apply a discount to a specific line item or the entire invoice.

1. Add a Discount to a Line Item

1. Click the edit (pencil) icon next to the line item where you want to apply a discount.

2. Select Percentage (%) or Dollar Amount ($) for the discount type.

3. Enter the discount value.

4. Press the Tab key or click outside the input field.

The discount will immediately update in the cost box and reflect in the invoice summary.

2. Add a Discount to the Entire Invoice

If you prefer to apply a discount to the whole invoice instead of individual line items, follow these steps:

1. Scroll down to the Discount field.

2. Select Percentage (%) or Dollar Amount ($) from the dropdown menu.

3. Enter the discount value.

4. Press the Tab key or click outside the input field.

The discount will be instantly applied to the entire invoice and reflected in the invoice summary.

Final Review

After adding your discounts, review the invoice to ensure Total with Discount is correct. Both line item and overall invoice discounts will be clearly displayed in the total calculation.

That's it! You've successfully added discounts to your invoice.