Give your clients the option to apply a discount code on invoices generated by proposals. You can select which discount codes are available for each proposal template in the form builder.
Allow clients to apply a discount on a proposal
Before you begin, make sure you've already created at least one discount code. You can find your discount codes at Invoicing ➔ Discounts.
Navigate to Forms ➔ Form Templates and open your proposal template in the form builder.
Click the Settings tab in the form builder sidebar.
Under Invoice options, toggle Allow discounts to Yes.
Click the Select discount(s) field that appears and select one or more discount codes from the list.
Click Save form.
The discount codes you selected will be available for clients to apply when they receive the invoice.
Remove a discount from a proposal template
To remove a discount code you've previously added, open the proposal template in the form builder and go to the Settings tab. Under Invoice options, find the discount code you want to remove and click the X on its tag to deselect it. Click Save form to save your changes.
How clients use the discount code
After a client submits the proposal, they can enter a discount code on the invoice. The discount applies to the entire invoice, pre-tax.
The discount code is logged as used as soon as the client applies it, even if they don't complete payment. If you've set a max usage limit on your discount template, that limit will still count down.
FAQ
Can clients use multiple discount codes on the same invoice?
No. Only one discount can be applied per invoice. You can assign multiple discount codes to a proposal to give clients a choice of which one to use, but only one can be applied at checkout.
Can I exclude certain packages from the discount?
No. The discount applies to the entire invoice.
My client entered the discount code but is getting an "Invalid discount code" error.
Discount codes are case-sensitive and must be typed exactly as they appear in the discount template. If the code looks correct, confirm that Allow discounts is toggled to Yes on the proposal and that the specific discount code is selected in the Select discount(s) field.
Can I use discounts on a proposal that doesn't include an invoice?
Yes. Even if you don't show the invoice directly with your proposal, the enabled discount code will be useable when your client receives the associated invoice.