Apply a discount to a customer invoice

Workshop Software has the ability to apply either a % or $ discount to a customer invoice.

Please make sure you check the Company Settings before you proceed and have your ‘Discount Includes Tax’ toggle set to Yes or No depending on your preference. If you have it set to Yes, a tax will be applied on the discount. This is in Settings > Company Settings.

1. Before processing the invoice apply the discount to the invoice total by clicking on the green¬†‘+’¬†icon below¬†Balance Due¬†and selecting¬†Add Discount¬†from the drop down menu

2. To apply a $ amount discount make sure that¬†Type¬†is set to¬†CASH, enter the amount of the discount. Click on the green¬†‘tick’¬†icon to apply the discount and then click on the green¬†‘Save’¬†button at the bottom of the¬†page to save the discount to the invoice.

3. To apply a % discount make sure that the¬†Type¬†¬†is set to¬†PERCENT, enter the % discount to be allocated to the invoice, click on the green¬†‘Tick’¬†icon to apply the discount and then click on the green¬†‘Save’¬†button at the bottom on the page to save the discount to the invoice.