Apply credit amount to invoice
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Geoff Mina
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Bryan Gasaway
Geoff Mina: oh gotcha. thank you!
Geoff Mina
hey Bryan Gasaway - this is now possible with our updated Product / Service model we have built out. You can add a line item to the invoice with a unit type of "Discount" and make the dollar amount a negative value to reduce the amount of the invoice.
Geoff Mina
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Laura Townsend
I would love this.
I would also love to be able to subtotal items in an invoice, then give a dollar amount discount to that subtotal, or if subtotaling is too complex, enter a discount as a line item. For example, I may invoice someone for 1) Software Training, 2) Software Development, 3) Tech Support -- and want to give different discounts to a couple of those categories. e.g. 15% off tech support, $300 bucks off software development.
Geoff Mina
Hi Bryan - is this just a discount without having to enter a percentage (enter actual amount) or is the credit based on something you have collected previously and now wish to apply to the invoice.
Bryan Gasaway
Geoff Mina: it’s essentially a discount but by dollar amount.
Geoff Mina
Bryan Gasaway: 👌🏼