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:
- From the User Menu Panel, navigate to Settings > Contacts > Types.
- Click into the contact type you want to apply a discount to.
- Under Discount, enter your desired discount percentage.
- Click Save Changes.
Please Note: This discount will only apply to new quotes created after this point. You will need to manually update any existing quotes to add the discount, if required.
Adding a Discount to a Single Contact
To apply a discount to a single contact, follow these steps:
- From the User Menu Panel, navigate to Contacts.
- Click into the contact you want to apply a discount to.
- Click Update or use the 3-dot menu next to Payment Terms (see below).
- Under Discount, enter your desired discount percentage.
- Click Save Changes.
Please Note: This discount will only apply to new quotes created after this point. You will need to manually update any existing quotes to add the discount, if required.