How to Apply a Discount to a Contact

Provide consistency in your dealings with certain customers by applying a discount to a contact, which will automatically apply to all quotes sent to that contact.

In this article:

Adding a Discount to a Contact Type

Adding a Discount to a Single Contact

Adding a Discount to a Contact Type

To apply discounts to all contacts of a given contact type, follow these steps:

1. From the User Menu Panel, navigate to Settings > Contacts > Types.
2. Click into the contact type you want to apply a discount to.
3. Under Discount, enter your desired discount percentage.
4. Click Save Changes.

Adding a Discount to a Single Contact

To apply a discount to a single contact, follow these steps:

1. From the User Menu Panel, navigate to Contacts.
2. Click into the contact you want to apply a discount to.
3. Click Update or use the 3-dot menu next to Payment Terms (see below).
4. Under Discount, enter your desired discount percentage.
5. Click Save Changes.