Software Reference

How do I apply a percentage discount to an invoice?

Table of Contents  > Frequently Asked Questions > How do I apply a percentage discount to an invoice?

In this help topic, we are going to walk you through the process of adding a percentage discount to an invoice that was created from a bill batch.

The invoice shown above is currently what we have created for our client. However we would now like to apply a 25% discount to the total shown.

Our first step is to navigate to the Invoicing Screen and click edit underneath the invoice number. This link will be in the Commands column. Make sure to click the plus sign next to the correct bill batch, in order to see the invoice.

When presented with the Edit Invoice Screen you can then add your adjustment into one of the empty cells bellow the content of your invoice. We calculated our 25% discount to be -590.63, and added it to the invoice, using a quantity of 1, and a Rate of -590.63.

You can't edit the lines on the invoice that were created from the bill batch. You can only add additional lines.

After making your adjustments you can then view the changes to your invoice. Notice that the 25% discount is visible and has been applied to the total cost.

Related Topics:
How do I change the billing rate for a client, but have it be retroactive to hours already entered?
How do I keep charges off of detail page?
If I delete a client or a worker will it impact invoicing, monthly billing, etc.?
When I created invoices from the bill batch, I only see what was billed that period. I've made sure to receive payments from my clients, so now I want to show the total due on an invoice. How do I do that?
If I have a client with sub accounts, how do I filter each of those sub accounts on one invoice?
My Invoice is cutting off at the bottom. Is there a place within to adjust the margins?
I tried to filter my screen to show me data from several months back and it no longer appears to be in the system. Does the system erase old data?
Our workers can bill on every quarter hour, but I want them to bill .1 hour increments. Is there a way to do this?
I want to adjust a single amount on an invoice but the system won't let me.
How do you refund or credit a client if they have been overcharged?
Occasionally, I need to enter work that I want do for free. Basically, we want the client to see the work we are doing at no cost. How do I do this?
How do I edit a Time & Sales entry if I enter it incorrectly the first time?
How do I create an invoice and subsequent time entries when billing in advance, such as obtaining a retainer or deposit for future work?
Is the trial version different than the paid-for-version?
What if I need to change the main contact for our account?
This program has a lot of summary reports, but what if I want a report on one client, worker, etc.?
Is there a way to issue a credit memo?
How do I see how many workers I get?
How do I delete an invoice? If I delete an invoice will I lose all the entries as well?
Why can't I seem to edit some Time & Sales entries but not others?
How do I reactivate clients/workers?
My clients aren't receiving their invoice emails, or it's being marked as spam. What can I do to fix this?