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

  • Updated

Yes! You are able to add a discount to an invoice template, or an invoice that you are making from scratch.

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

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Create and Save an Invoice Discount

  1.  Go to Studio > Invoices > Discounts
  2.  Click the "New Discount" button
  3.  Enter the discount's name, choose a discount type, an amount, and a description
  4.  Click “Save”

Alternatively, you can save a discount when you're creating a new Invoice; simply select the “With a brand new discount” option and check the "Save this discount as a template" box before clicking “Add Discount.”

Use a Saved Discount

  1.  Go to Studio > Invoices > New Invoice
  2.  Click the Add Discount button and choose “With a discount template you’ve saved”
  3.  Select the Discount you want to add and click Next
  4.  Complete the rest of the invoice and send it to your client!