Can I add a discount to my client’s invoice or invoice template?

  • Updated

You can add a discount to an invoice template or to an invoice that you're making from scratch.

Invoice discounts will need to be added to the invoice prior to the client’s first payment. 

Create and Save an Invoice Discount

  1. Go to Studio > Invoices > Discounts

  2. Click the overflow button and select New Discount

  3. Enter the discount's name, choose a discount type, an amount, and a description
  4. Click Save

Add a Saved Discount to an Invoice

  1. Go to Studio > Invoices > New Invoice
  2. Click the Add Discount button 
  3. Choose the discount from the Select a discount template drop-down menu
  4. Click Save