Invoices, Payments, and Deposits
There are two ways to apply discounts to your invoices, global discounts and discount line items.
Global Discounts allow you to apply either a dollar-amount or percentage discount to an invoice total.
To apply a discount to your invoice, open the invoice and click in the top right corner click Edit. The Add Discount button is at the bottom of the invoice. You can select either $ or %. This discount will be deducted from the sub-total.
Discount Line Items
If you want multiple discounts on your 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 Cost ($).
When you enter a negative Unit Cost ($) for the Discount Line Item, the Invoice total is adjusted accordingly:
You can add several Discount Line Items to one Invoice.
Adding Discounts to Quotes and Jobs
Discount line items and global discounts can also be added to quotes. Jobs are not able to show global discounts, however you can add line item discounts to them.
If you convert a quote with a global discount on it to a job, then invoice the job, the discount from the quote will show on the 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.
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