Apply a Discount to a Contact
You can provide consistency to your clients by adding a discount to their contact, which will automatically apply to all of the clients quotes and invoices. Discounts can be applied directly to a contact or you can apply a discount to a contact type which will apply to ALL contacts under that type.
Adding a Discount to a Contact Type
To add discounts to an entire contact type follow:
- Access the Settings tab from your user menu panel.
- Click into 'Contacts' then into 'Types'.
- Create or click into the contact type you want to apply a discount to.
- Enter the percentage amount for this type under 'Discount'.
- Finalise by clicking 'Save Changes'.
Please note: this discount will only apply to new quotes. You will need to manually update any existing quotes to add the discount if required.
Adding a Discount to a Contact
To add a discount to an individual contact:
- Access the Contacts tab from your user menu panel.
- Click into the Contact you want to add a discount percentage to.
- Click 'Update' or use the 3-dot menu next to Payment Terms as shown below.
- Enter your percentage amount into 'Discount'.
- Finalise by clicking 'Save Changes'.
Automation: now you've set a discount against your contact, all future quotes and invoices will automatically have this discount applied!