Manually Adding Discounts to Invoices
Situations may arise where you offer a client a discount and want this to be reflected on their invoice, so you can charge them the proper amount. We do offer coupons for clients to use if they are booking appointments on their own, but this article will explain how to add a manual discount to an invoice.
To add a discount to an invoice, follow the steps below:
- Open the invoice in question, then click "Actions > Edit Invoice".
- Click on the "Discount" link located just above the total on the invoice.
- Enter the dollar or percentage amount of the discount in the popup and click "OK".
- You will see the discount applied to the invoice now, with the total updated. Click "Update Invoice" to save the invoice.
From there you can process the payment manually, send it to the client so they can pay online, or track a manual offline payment as needed.