Discounts

discounts provide a way to give a customer a dollar amount or percentage amount deduction on a proposal or invoice to access discount admin click on the admin menu option then select discount you can create, edit or delete discounts from the discount admin screen customer associated discount a discount can be associated with a customer any jobs created for that customer will automatically have the discount associated with the customer applied to proposals or invoices created for the job applying a discount can be helpful to reward preferred customers with a discount or to provide a senior citizen discount to associate a discount with a customer edit the customer select the options tab look for the discount option under the account information section any discounts that have been created under discount admin will be available as an option in this list job associated discount to associate a discount with a job edit the job select the options tab click on add discount the add discount dialog will be displayed any discounts created under discount admin will be available as an option in the discount dropdown list when a discount has been selected, it can be edited 'on the fly ' the discount defined in the discount admin will not be affected any edits to that discount will be applied only to that job you can create a discount 'on the fly ' you do not have to choose from the dropdown list of discounts defined in the discount admin any discounts applied in this manner will only be applied to that job the discount will not be saved as a discount under the discount admin when a proposal or invoice is created for a job, the discount will be applied pre tax amount