Note: 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, or make a change to an invoice that has already been delivered to the client or partially paid, see HERE.
 

Applying a Discount to the Invoice Total

Step 1: Follow the steps to Create an Invoice. (Not sure how? Click Here)

Step 2: Once you are at the add/edit invoice screen, follow these steps:
  • Scroll to the bottom to locate the discount field. Here you have the option to apply a percent or flat discount.
  • Enter the discount amount/percentage in the field to the left.
  • Select your format option (percent or flat). The total discount amount will then be calculated for you on the right.*


*Discounts only apply to fee entries, not expenses. 



Your Discount will appear on the invoice as follows:



Discounting Individual Entries


To discount individual line items, you may create an entry with a negative value. For example, enter the amount as (-20.00) for removing $20.00. 

For best practices, we recommend that this only be done if a discount is needed for a particular biller's time or fee. This should only be done if tracking fee per timekeeper is important. This will laso show on the Timekeeper's billed fee reports.