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:

  1. Access the Settings tab from your user menu panel.
  2. Click into 'Contacts' then into 'Types'.
  3. Create or click into the contact type you want to apply a discount to.
  4. Enter the percentage amount for this type under 'Discount'.
  5. 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:

  1. Access the Contacts tab from your user menu panel.
  2. Click into the Contact you want to add a discount percentage to.
  3. Click 'Update' or use the 3-dot menu next to Payment Terms as shown below.
  4. Enter your percentage amount into 'Discount'.
  5. 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!

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