App: Applying Discounts to Estimates and Invoices

Applying discounts in the APP is very easy. After creating an estimate or invoice, you will find the "Discount" link at the top of the screen.

After clicking the discount link, a new window will open up where you can insert a $ amount or discount %:

You also have the option of selecting a discount from the dropdown if you previously created discount names or you can add a new discount name by clicking "Add discount name" in the dropdown.

If you're adding a brand new discount name, type in the discount name you want. For example, "Military Discount" as shown below. Click "OK" to save it:

After entering the discount, it will be automatically calculated and applied on the estimate or invoice screen:

Best regards,

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