Dubsado allows you to create discount codes, but perhaps you didn't get a chance to share that with your client, or perhaps you'd prefer to disable clients from applying their own discounts.
In the instance that you need to apply a discount to your client's invoice, please see the following steps:
Step 1: Begin by selecting "Projects" from your left-hand side menu
Step 2: Select the client project in question
Step 3: Navigate to the "Invoices" tab within their project
(If you have multiple invoices with this particular client, you might have to click "Invoice List" to view all of the invoices)
Step 4: Once you've selected your desired invoice, click the dropdown and select which discount you'd like to apply. If you don't wish to apply the discount on all of the items within your invoice list, simply edit each Invoice Line Item individuals and toggle off the "Apply Discount" setting.
DID ANYTHING COME UP FOR YOU THROUGHOUT THE TRAINING?
Make a Post in our
Community!
I'll be glad to answer your questions and hopefully,
others can learn something new as well!
Don't have any questions? No problem! Let's chat
about what you liked most about this lesson :)
