Hello-Groom - Setting up invoice discounts

Hello-Groom - Setting up invoice discounts

You can setup discounts to be used on an invoice.

Click on Setup, Discounts and Loyalty, Discount.



If you'd like to set a discount for first time clients, click on Settings.  Check the box and put how much the discount is for, either percentage or dollar amount.   Be sure to hit Save when done.  A new client is one who has never been invoiced before so this only applies to the first invoice for clients.



You can setup Complete Bill discounts like Military discount, Senior discount, Favorite Client discount and so on.

Click on Complete Bill.  Click Add New Item.  Enter the name, how much the discount is for and if it's a percentage or dollar amount.  Be sure to hit Save when done.



Now you are able to choose these discounts on the invoice screen.



You are able to print for Complete Bill discounts under Reports, Revenue, Invoice Discounts Report.


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