Note: Any discount that is applied to an estimate or invoice will be applied to the subtotal, before any taxes, and the amount will be visible to the client.
- Open an existing or new estimate or invoice
- Tap on Edit
- Scroll down to the Items section of the estimate or invoice
- Tap on the Discount value
- Choose whether you want the discount applied as a percentage (%) or a fixed value ($) and enter the desired amount
- Tap Save
- A Discount line has now been added to the estimate, with the desired amount visible to the client or recipient