Discounts

Apply discounts to your pricing tables to show price reductions, special offers, or negotiated rates. Discount settings automatically calculate reductions from your subtotal amounts.

Discount Cell Location

Finding Discount Controls: Discount calculations appear in the footer section of your pricing table, typically between tax and final totals. Click on the discount cell to access configuration options.

Discount Calculation Options

Flat Amount ($) Enter a specific dollar discount:

  • Fixed reduction regardless of subtotal amount
  • Useful for flat rate discounts or rebates
  • Enter the exact discount amount in the cell

Percentage (%) Apply a percentage discount to subtotals:

  • Discount calculates automatically based on subtotal
  • Enter the percentage rate (e.g., 15 for 15% off)
  • Updates dynamically when subtotal changes

Hide Discount Cell Remove discount from display:

  • Hides the entire discount row from client view
  • Useful when no discount applies
  • Table totals exclude discount calculations

Accessing Discount Settings

Configuring Discount Display:

  1. Click on the discount cell in your pricing table
  2. A dropdown menu appears with calculation options
  3. Select Flat ($), Percent (%), or Hide cell
  4. Enter your discount rate or amount as needed

Discount Calculation Behavior

Automatic Updates:

  • Percentage discounts recalculate when subtotals change
  • Final totals automatically subtract discount amounts
  • Changes reflect immediately in the table

Client Transparency:

  • Discount calculations are clearly visible to recipients
  • Shows value being provided through price reductions
  • Helps justify pricing and demonstrate savings

Coming Soon: Line Item Discounts

Future Enhancement: Line item-level discounts are currently in development, which will allow discounts to be applied to individual products or services rather than the entire subtotal.

Need Help? Contact support through in-app chat for assistance with discount configuration or calculation questions.

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