Discounts let you create reductions that can be applied to products on your quotes and invoices. Each discount can have rules that define when it applies and a list of products it covers.
Accessing Discounts
Go to Settings → Discounts.
Discounts Table
| Column | Description |
|---|---|
| Name | Discount label |
| Description | Optional notes |
| Discount Type | Percentage or Exact Amount |
| Amount | The discount value |
| Status | Active or Inactive |
| Valid From | Start date of the discount period |
| Valid To | End date (blank = no expiry) |
Creating a Discount
- Click + New Discount
- Fill in the details:
| Field | Description |
|---|---|
| Name | Internal label for the discount |
| Description | Optional notes |
| Discount Type | Percentage — reduces by a percentage; Exact Amount — reduces by a fixed value |
| Amount | The percentage or fixed value |
| Status | Active or Inactive |
| Valid From / To | Date range the discount is active (leave Valid To blank for no expiry) |
- Click Save
Discount Detail Page
Click on a discount name to open its detail page. It has three sections:
Discount Info
Shows the discount settings. Click Edit to update them.
Discount Rules
Rules define quantity conditions that trigger the discount. Click + Add Rule to add a condition — for example, "when quantity is greater than 10". Multiple rules can be added to a single discount.
Discount Items
Lists the products this discount applies to. Add products here so the discount is available when those products are added to a document.
Duplicating a Discount
Click the Duplicate icon on any discount row to create a copy. Useful for creating similar discounts with different date ranges or amounts.
Deleting a Discount
Click the Delete icon on a discount row to remove it.
Tip
Set an expiry date on promotional discounts so they stop applying automatically after the campaign ends.