Apply a discount to reduce the total on an invoice. You can apply one discount per invoice, remove it at any time, and exclude specific line items from a percentage discount.
Add a discount to an invoice
You can apply any saved discount to an open invoice. If you haven't created a discount yet, you can create one without leaving the invoice editor.
Navigate to the Invoicing page and find the invoice, or open the project and click the Invoicing tab.
Click the invoice to open it.
Click the Apply discount button.
Search for or select a discount from the list.
To create a new discount without leaving the invoice, click New discount at the top of the list. Fill in the discount details and save.
Click Save changes. The invoice total adjusts automatically.
You can apply only one discount per invoice. Selecting a different discount replaces the current one. For percentage discounts, the discount applies to all line items by default — see Exclude a line item from a percentage discount below to change this.
You can apply expired discounts manually. Manually applied discounts also override the max use limit set on the discount template.
Remove a discount from an invoice
Removing a discount from an invoice doesn't delete the discount template — it only clears the discount from this invoice.
Navigate to the Invoicing page and find the invoice, or open the project and click the Invoicing tab.
Click the invoice to open it.
Click the Change discount button to open the discount selector.
Click Remove discount near the top of the list, just under New discount.
Click Save changes. The invoice total adjusts automatically.
Exclude a line item from a percentage discount
When you apply a percentage discount, it applies to all line items by default. You can exclude specific line items so the discount doesn't apply to them. This only applies to percentage discounts. Fixed-amount discounts apply to the invoice total and can't be adjusted per line item.
Each line item that gets the discount shows a discount tag next to its name with the percentage being applied (for example, -10%).
Open the invoice.
Click the discount tag next to the name of the line item you want to exclude. The tag disappears and the invoice total updates so that line item is charged at full price.
Click Save changes.
A line item's Amount always shows its quantity times its price, before any discount or tax, so it stays the same whether or not the discount applies to it.
To re-apply the discount, hover over the line item and click the faded discount tag next to its name, then click Save changes.
Line items you add after applying a percentage discount don't get the discount automatically. To include a new line item, check Discount in the New line item dialog when you create it, or click its faded discount tag afterward.
FAQ
Can I apply more than one discount to an invoice?
No. Each invoice supports one discount at a time. Selecting a new discount replaces the existing one.
Does manually applying a discount count toward the max use limit?
Yes. Manually applying a discount to an invoice counts toward the max use limit set on the discount template. Removing the discount from the invoice restores one use. You can still apply a discount even if the max use limit has been reached — manual discounts override the limit.
Can I apply a discount to a recurring invoice?
No. Recurring invoices don't support discounts. Discounts can only be applied to individual invoices.
Can I apply a discount to an invoice that already has payments on it?
Yes, as long as the discounted total doesn't fall below what's already been paid. If it would, Dubsado disables Save changes and shows Less than amount paid. For partially paid invoices, you can still apply a discount and the remaining balance updates accordingly.
Where do I create a new discount template?
Head to Invoicing ➔ Discounts and click the plus icon (+) near the top of the page to create a new discount template. You can also create a new discount directly from the invoice editor by clicking New discount in the discount selector.