Discounts on the Fly

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Apply discounts during the Appointment or Quick Invoice Checkout process.


1. These discounts will appear on the invoice PDF along with the retail rate*

2. On-the-fly discounts can be restricted for admin level 2 override if preferred

3. On-the-fly Discounts are enabled in Settings > General > Accounting > Billing

Note Discount text will not appear on custom invoice templates.




1. From the Checkout popup you will see a column to enter a discount.  Click on the + button to expand the option.



2. Enter the total of the discount in either the % field, or $ field.  The total will auto populate then select Apply.



3. The discount applies, select Checkout.



4. From the Receive payment popup accept the payment.  The Discount will appear on the invoice.








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