You can offer discounts in one of two ways:

1. Apply the discount directly to the invoice, or
2. Share a discount code with your client that they enter on the invoice to receive the discount.

In both cases, you’ll first need to create the discount code.

How to Create a Discount Code

1. Navigate to the Financials tab
2. Click More Options
3. Select Discounts from the dropdown menu
4. On the Discounts module, click the blue + New Discount button
   

From there, you can:

Create a discount code:

• Example: SPRING20, 20OFF, $1000OFF, etc

Choose whether the discount is:

• Fixed amount (e.g., $1,000 off), or
• Percentage-based (e.g., 20% off)

Set limitations, such as:

• A maximum number of uses, or
• An expiration date
• Once saved, your discount code will be able to be applied to invoices

Interactive Tutorial

Apply the Discount to an Invoice

1. Click Edit next to the invoice you’d like to apply the discount to
2. Navigate to the Payments tab and scroll to the bottom
3. Toggle Discounts on
4. Choose whether to Automatically apply this discount for the client or not
5. 1. Automatically apply this discount for the client
   2. 1. The discount will be applied without the client needing to enter a code
   3. Leave the box unchecked
   4. 1. The client must manually enter the discount code to receive the discount
6. In the Select Discount Code field, search for and select the code you created
7. 1. Or click +Create New to create a new discount code
8. Finally, choose how the discount should be applied:
9. 1. To the first payment only,
   2. To the last payment only, or
   3. Evenly distributed across all payments
      

What Your Clients Will See

• When the Automatically apply this discount for the client box is checked.

• When the Automatically apply this discount for the client box is unchecked.

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