Note: the feature listed under this article is available on all of our paid subscription plans. To learn more please click here.
Please watch this video or follow the steps below:
See Also
Including a Discount on Your ProposalHow to write a discount offer messageWhat is Customer LoyaltyHow to Write A Discount Offer Email | Copy.ai1) When creating/editing an invoice, click Add Line and you can choose any option.
2) Name the item "Discount", "Waive", or "Write-off" (or anything else you like).
3) In the Price column, add the total amount of the discount/write-off (for example, $100).
4) IMPORTANT - Make the Quantity column -1 (must be a negative quantity).
What happens now?
PracticePanther will subtract money from the total in the invoice.
This negative amount is necessary for accurate Quickbooks accounting and proper sync purposes.
Enjoy!
To learn how to write off an invoice, click here.
