Table of Contents
Overview
Discounts in Jobber let you reduce the price on quotes and invoices in whatever way makes sense for your business — whether that’s offering a percentage off, a flat amount, or multiple line item discounts. You can apply discounts directly to an invoice or quote, and Jobber handles how they affect the subtotal and taxes so your totals stay accurate.
Using discounts strategically can help you win more jobs, reward loyal customers, or adjust pricing on the fly, all while keeping professional, transparent invoices for your customers.
There are two ways to apply discounts to your invoices:
Global discounts
Global discounts can be added as either a dollar amount ($) or a percent (%) discount to a quote or invoice. The option to add a global discount does not appear on jobs.
To apply a discount to your quote or invoice, navigate to that item and click Edit. The Add Discount button is at the bottom of the quote or invoice towards the total. You can select either $ or %. This discount will be deducted from the sub-total.
Discount line items
If you want multiple discounts on your quote or invoice, or to leave a detailed description of the discount(s), use discount line items. These behave just like regular line items in Jobber, but with a negative unit price ($).
When you enter a negative unit price ($) for the discount line item, the invoice total is adjusted accordingly:
You can add several discount line items to one invoice.
How discounts are applied to invoices
Discounts are applied to non-taxable items first, then on taxable items. The remainder after this is what the default tax on an invoice is applied to.
If a global discount is added to a quote and that quote is converted to a job, you won't see the discount on the job. However, when an invoice is generated from the job, the discount will appear again. For recurring jobs, the discount will appear on every invoice generated from the job.
How discounts work with tax
When you apply discounts on an invoice in Jobber, the way tax is calculated depends on how those discounts affect the taxable amount on the invoice:
Line item totals are calculated and rounded. Jobber calculates each line item total (quantity × unit price) and rounds it to 2 decimal places.
Line items are grouped by taxability. Totals of taxable and non-taxable line items are subtotaled separately.
Discounts are applied next. Discounts (whether global discounts or discount line items) are first deducted from non-taxable subtotals. If there’s still discount remaining, that amount is then deducted from the taxable subtotals.
Tax is calculated on the remaining taxable amount. After discounts have reduced the taxable line item subtotal, Jobber calculates tax on that adjusted taxable amount.
Final total is summed and rounded to 2 decimals. All components (discounted subtotals, tax, etc.) are added together and the final invoice total is rounded to 2 decimal places.
This means discounts are taken off the invoice before tax is added. They reduce non-taxable items first, and if any discount remains, it reduces taxable items. Tax is calculated on the taxable amount left after the discount is applied.