Add or delete a discount on invoices

Manually add or remove discounts to an invoice.

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Jul 17, 2023

This article covers the process of manually adding a discount to an invoice in a project. To automatically add a discount to an invoice, the invoice must first be created from a workflow using the Create Invoice workflow action.

For information on discounts with proposals, click here.


Add a discount to an invoice

You can only apply one discount per invoice. To add a discount:

  1. Go to Projects and select your client’s project.

  2. Click the Invoices tab.

    • If you don’t see your invoice, click on Invoice List to see all invoices.

  3. Click Select Discount.

  4. Choose your discount. The invoice total will automatically adjust.

box and arrow pointing to where to add a discount to an invoice

You can manually add an expired discount to an invoice.


Delete a discount from the entire invoice

  1. Go to Projects and select your client’s project.

  2. Click the Invoices tab.

    • If you don’t see your invoice, click on Invoice List to see all invoices.

  3. Click on the X next to the applied discount. Your client will no longer see the discount applied to their invoice.

arrow pointing to the x to delete an invoice

Delete a discount from a specific invoice line item

You may want a discount to not apply for a specific item on the invoice. For example, if you have a sale add-on item that doesn’t qualify for a discount.

🚨 You can only remove discounts on specific invoice line items for percentage-based discounts. Fixed discounts are applied to the entire invoice and can’t be removed from a specific line item.

To remove a discount from a specific invoice item:

  1. Go to Projects and select your client’s project.

  2. Click the Invoices tab.

    • If you don’t see your invoice, click on Invoice List to see all invoices.

  3. Click the down arrow for the specific invoice line item.

  4. Select Edit. The invoice line item will open.

  5. Turn Apply discount off.

  6. Click Save Item. The discount will no longer apply.

gif showing how to delete a discount from a specific invoice line item

Max uses

Manually adding the discount to an invoice will count towards the max use of that discount code. Delete the discount from an invoice to restore one of the uses.

You can still add a discount even if you’ve already reached the max use — manual discounts override the max use.

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