Discounts let you apply reductions to document totals or individual line items. You can create discount campaigns with validity periods and attach them to products or documents manually.
Creating a Discount
- Go to Settings → Discounts
- Click + New Discount
- Fill in the details:
| Field | Description |
|---|---|
| Name | Internal label for the discount |
| Description | Optional notes |
| Apply Type | Item — applies to individual line items |
| Discount Type | Percentage or Fixed Amount |
| Amount | The percentage or dollar value |
| Valid From / To | Date range the discount is active (leave Valid To blank for no expiry) |
| Status | Active or Inactive |
- Click Save
Discount Codes
Discount codes are unique codes that can be entered on a document to apply a discount automatically.
- Open a discount from Settings → Discounts
- Click + Add Code
- Enter a code string (e.g.
SUMMER20) and save
When creating a quote or invoice, enter the code in the discount field to apply it.
Discount Rules
Rules let you define conditions under which a discount automatically applies — for example, minimum order values or specific contact groups.
- Open a discount and go to the Rules tab
- Click + Add Rule
- Configure the condition and save
Applying Discounts to Products
You can pre-attach item discounts to specific products so they apply automatically whenever that product is added to a document. See Products.
Applying Discounts to Documents
On any quote or invoice, use the Discount field on a line item or the document-level discount field to search and apply an active discount.
:::tip
Set an expiry date on promotional discounts so they stop applying automatically after the campaign ends.
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