Discount at the Item Level

To apply a discount at the item level, follow these steps:

1. Click “Sales” from the main menu.
2. Click on “Sales Settings”.
3. Click on “General Invoice/Estimate Settings”.
4. From the “Discount Options” dropdown select “Item Discount“. For more details, refer to the “General Invoice/Estimate Settings“ guide.

• Note: You can select from the discount option “Both” to add both items and the total discount to an invoice.

5. Go to the item table in the create invoice screen and select the item level discount value.

6. Select the discount type by choosing between “percentage” or “amount” by toggling between the “%” and “$” signs.

7. Enter the discount value for the item.

• The effect of the discount will appear directly on the calculated total of the item.