Apply a discount to an invoice

On an open invoice, expand Additional options (below Attachments) and click + Add discount under Discounts, then use the Find or add discount field. Additional options also holds the invoice's processing fees setting when your business allows fee waivers (see Waive processing fees on an invoice).

Additional options opens by itself whenever the invoice has a discount. Collapsed, its row summarizes what is set — for example "2 discounts" — so a discount is never hidden.

A discount can be a fixed dollar amount or a percentage, and you can add more than one. Discounts apply to the whole invoice rather than a single line, and tax is calculated on the discounted total. You can pull a saved discount from your pricebook or enter a custom one.

Discounts can be changed while the invoice is in Draft.

Where to find it: On the open invoice, expand Additional options (below Attachments), click + Add discount, then use the Find or add discount field

Related guides

• Waive processing fees on an invoice

• Add a line item to an invoice

• Attach files or reports to an invoice

• Can I reverse a payment I recorded?

• Charge a customer's saved card for an invoice

• Create an invoice

• Feature availability and setup