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:
Go to Projects and select your client’s project.
Click the Invoices tab.
If you don’t see your invoice, click on Invoice List to see all invoices.
Click Select Discount.
Choose your discount. The invoice total will automatically adjust.
You can manually add an expired discount to an invoice.
Delete a discount from the entire invoice
Go to Projects and select your client’s project.
Click the Invoices tab.
If you don’t see your invoice, click on Invoice List to see all invoices.
Click on the X next to the applied discount. Your client will no longer see the discount applied to their 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:
Go to Projects and select your client’s project.
Click the Invoices tab.
If you don’t see your invoice, click on Invoice List to see all invoices.
Click the down arrow for the specific invoice line item.
Select Edit. The invoice line item will open.
Turn Apply discount off.
Click Save Item. The discount will no longer apply.
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.