Create Your Invoice with Discount Template for Shipping with Ease

Invoice with discount template for Shipping

to create a discount head to templates packages and then discounts click add discount to get started then enter a name the discount name is only visible to you for the discount type you have a choice between fixed or percentage a fixed discount like $10 off would add a negative line item to the invoice in the amount you set a percentage discount like 15% off would reduce all of the line items on the invoice by The Chosen percentage after choosing the type of discount enter the dollar amount or percentage in the value field the rest of the fields here are optional if you want to share a discount code that clients can enter on a proposal or or scheduler set the case sensitive code for this particular discount here however if you plan on applying the discount on an invoice yourself you don't need to set a code for your clients to use you can also assign an income category to automatically calculate how much you've discounted in your chart of accounts if you want to restrict use of the discount code to the first 10 C clients for example set the max uses to 10 and then the next client who tries to use the code will see a message that the discount is maxed out alternatively leaving this field blank will allow an unlimited number of uses of the code adding an expiration date will deactivate the code after that date and time this is a good option for Tim limited and holiday offers once you have all your settings in place click save you can manage your discount templates by returning to the discounts tab on the packages page edit a template by clicking on the gear icon or delete a template by clicking on the trash can discount templates work similarly to package templates in that once they are applied to an invoice the discount on the invoice will not change even if you change or delete the original template however if you delete a discount with a discount code the next time a client tries to apply that discount code it will be invalid the next videos will show you how to enable this discount on a proposal or scheduler and how to manually apply this discount to an invoice here's a tip discounts will be logged as negative income in your chart of accounts ing to standard accounting practices