Discount templates let you offer a deal on an invoice or share a code that clients can apply themselves through a proposal or scheduler. Build the template once, then reuse it as often as you need.
Create a discount template
Discounts live in the Invoicing app on their own sub-page. Create a template here, then apply it to an invoice or attach the code to a proposal or scheduler.
Navigate to Invoicing ➔ Discounts.
Click the + icon (tooltip: Create new discount) at the top of the discount list.
A new discount opens with the default name New Discount. Click the title in the discount editor header to rename it.
Fill in the discount fields described below. Changes save automatically as you type, so there's no Save button.
Discount type
Choose between two discount types depending on whether you want to take a flat amount off or a percentage off the invoice.
Percentage — A percentage of the invoice amount. Percentage discounts can be excluded from individual line items on the invoice. The percentage cannot exceed 100%.
Fixed — A flat dollar amount taken off the invoice subtotal. Fixed discounts apply to the full subtotal and cannot be excluded from individual line items.
Amount or Percentage
The discount value. The field label is Amount for fixed discounts and Percentage for percentage discounts. The value must be greater than 0.
Income category
Assign an income category so the discount appears in your income and expenses reporting. Discounts are logged as negative income, which lets you see how much you have discounted per code or per category.
The dropdown includes a New income category option for creating a new category inline without leaving the discount editor.
Discount code
A code your client can type to apply the discount when paying an invoice from a proposal or scheduler. Codes are case-sensitive. If two discounts share the same code, only one of them applies.
The discount editor shows a Code used X time(s) indicator so you can track how many times the code has been redeemed.
Discount codes only work on proposals and schedulers. Codes cannot be entered on invoices you create manually — apply those discounts to the invoice yourself instead.
Code expiration date
The date when the discount code stops working for clients. Expiration is based on your workspace time zone. You can still apply an expired discount manually to an invoice if you choose to honor it.
Max number of code uses
The maximum number of times the code can be redeemed by clients. After the limit is reached, clients see an error and the code stops working. You can raise the limit later to allow more uses — for example, raising 10 to 15 gives the code 5 more redemptions.
Manage your discounts
As your library grows, the Discounts list helps you find and audit existing templates.
Search by discount name using the search bar at the top of the list.
Sort by name in ascending or descending order.
An Expired chip flags discounts whose expiration date has passed so you can spot them at a glance.
Delete a discount template
Deleting a template removes it from your discount list and disables the code for new clients. Existing invoices keep the discount they were issued with.
Navigate to Invoicing ➔ Discounts.
Select the discount from the list.
Click the trash icon in the discount editor header.
Click Delete in the confirmation dialog.
Deleting a discount template does not affect invoices already using it, but the discount code can no longer be redeemed by clients on proposals or schedulers.
FAQ
Can I add a discount directly to a package template?
No. Discounts apply to invoices within a project, not to package templates. To use a discount, apply it to the invoice the package is on, or share a code your client can apply through a proposal or scheduler.
Can I still use an expired discount code?
Clients cannot redeem an expired code on a proposal or scheduler — they will see an error. You can still apply the expired discount manually to an invoice yourself.
Will the discount name show on the invoice?
It depends on the discount type. The discount name appears on the invoice for fixed discounts. It is not displayed on the invoice for percentage discounts.
How do I let clients use a discount code?
Add a discount code to the template, then enable discount codes on the proposal or scheduler. See Allow clients to apply discounts on proposals for more info.
Why is my discount not syncing with QuickBooks?
QuickBooks only supports discounts applied to an entire invoice. If you have a percentage discount that excludes specific line items, that exclusion will not sync to QuickBooks. This is a QuickBooks limitation.