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Apply a Discount

Discounts can be applied to individual invoice line items from the Line Items screen, or from the Taxes & Discounts screen, as a flat amount or a percentage of total fees, total expenses, or the invoice total.  This can be configured from the firm settingsFirm Settings can be viewed by Firm Admin users. Click on Admin in the top menu bar and choose "Settings".

Click on Admin in the top menu bar and choose Settings

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For the "Apply discounts to" option, select either Fees & Expenses or Invoice Total.

  • Choose Fees & Expenses to enter a discount against fees or expense or both (e.g., if you wish to enter different discounts for each). The Current Total Fees and Current Total Expenses display in the Apply Discounts form, and the Fee Discount and Expense Discount fields appear on the screen.  

Enter the value as a flat amount or percentage depending upon your firm's Settings (for example, if you wish to enter 10% discount, enter 10). You will see how your discount affects the Current Total value under the calculated Subtotal field below your discount.

Choose Invoice Total to enter a discount against the entire invoice. The Current Invoice Total displays in the Apply Discounts form, and the Invoice Discount  field appears on the screen.

Enter the value as a flat amount or percentage depending upon your firm's Settings (for example, if you wish to enter 10% discount, enter 10). You will see how your discount affects the Current Total value under the calculated Subtotal field below your discount.

If you will add a tax to selected items in this invoice, see How do I add taxes to line items in an invoice?

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