Key Steps
Step 1: Choose Discount Type 0:00
Decide whether you want to apply a percent discount or a dollar amount discount to the invoice.
Note that both options are available for use.
Step 2: Apply Percent Discount 0:09
If you choose a percent discount, enter the desired percentage (e.g., 20%).
The system will automatically calculate and deduct the percentage from the total invoice amount.
Step 3: Apply Dollar Amount Discount 0:24
If you prefer a dollar amount discount, enter the specific dollar amount you wish to deduct (e.g., $10).
The invoice total will adjust accordingly to reflect the discount.
Step 4: Review Adjusted Invoice 0:31
After applying the discount, review the invoice to ensure the total reflects the discount correctly.
Confirm that the changes are accurate before finalizing the invoice.
Cautionary Notes
Ensure that the discount applied is within company policy limits.
Double-check the final invoice amount to avoid discrepancies.
Tips for Efficiency
Familiarize yourself with the discount options available in the system to speed up the process.
Keep a calculator handy for manual verification of discounts if needed.
Link to Loom
Apply Percent and Dollar Invoice Discounts - Watch Video
In this Loom, I show how to take a discount on an invoice. I added a sweatshirt to my invoice that is $65. When I select the percent option and enter 20%, the system automatically applies 20% off the sweatshirt. Then I switch to a dollar amount discount and enter $10, and the total updates to $50. No additional action is requested from you beyond reviewing the discount options.