Discounts are typically applied while generating (or editing) an invoice that has yet to be paid. If you are looking to waive a remaining invoice balance, see HERE.
 

Applying a Discount to the Invoice Total


First, you must be in the add/edit invoice screen:
  • Scroll to the bottom to locate the discount field.
  • Here you have the option to apply a percent or flat discount. Select the desired application
  • Enter the discount amount/percentage in the field to the left.
  • The total discount amount will then be calculated for you on the right. 

*Note: that discounts only apply to fee portions, not expenses. 


  • On the invoice it will appear as follows:


Discounting Individual Entries


If you are looking to discount individual line items, that will need to be completed manually when entering the time entry.


  • First, enter a time card as usual to calculate the "full price" for the activity completed.



  • Then change the rate type to FLAT and enter the discounted amount you wish to charge, in the Rate/Price field.


  • On the invoice, it will display as follows: