Discounts on Quotes
Apply a percentage Discount to a Quote
- Go to the Quote Settings section, which can be found up on the top right when editing a Quote, and hit ‘Show All…’.
- Enter a percentage into the ‘Discount %’ field, for how much you’d like to discount the entire Quote by.
The discount will be displayed as an amount in the Quote Subtotal.
Apply a percentage Discount to an individual Price Item
- Go to the Price Item that you’d like to discount, and hit the cog icon.
- Select ‘Discount %’ from the dropdown menu.
- Enter a percentage, for how much you’d like to discount the Price Item by.
The discount will be displayed as an amount in the Quote Subtotal.
Include a fixed-amount Discount on your Quote
If you’d like to discount a Quote by a fixed-amount, you can use this workaround:
- Add another Price Item.
- Enter the word ‘Discount’ into the Product or Service Heading field.
- Enter a negative value into the Unit Price field, e.g. -200.00.
This negative value will then be subtracted from the Quote Total.