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Wholesale: Applying Discounts to an Invoice
Wholesale: Applying Discounts to an Invoice

The different options of applying discounts on Invoices

Madie avatar
Written by Madie
Updated over a week ago

Updated 8/1/2022

To apply a discount, from the Orders Overview or Sales History, open the Order Details by clicking on an order or order number and clicking on the Invoice tab. There are two options for creating a discount:

  • Option A: Applied on a per-item basis

  • Option B: Applied to the order in full

Let's check it out!

Option A: Per Item

1. To set a discount on a line item, click the edit icon next to the price in the Total column

2. Apply the discount by selecting a percentage, or manually entering it. Entering the Original Unit Price, Sale Price, or Discount will update all fields accordingly for you before you hit Confirm.

Option B: Entire Order

1. To apply a discount on the entire order, click the edit icon next to the total in the Savings row

2. Apply the discount by quickly selecting a percentage or manually entering the New Total, Discount Total, or Discount Percentage. Any route will update each field accordingly before confirming the order's discount.

3. After applying the discount, the Invoice tab and printed Invoice will display the discounts in red in the Unit Price, Total, and Savings fields.

Great work!

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