Video: Adding Client Discounts

Watch the tutorial:

Video Tutorial Transcript

0:05 Hi all, Irina here. Here's a quick tip for you how to add a one-off or an ongoing discount to your clients' invoices.

Adding a one-off discount

0:14 I'll start with adding an one-off discount to one client's invoice. It can be an invoice attached to an appointment or invoice without an appointment. All you need to do is locate that invoice. Let's say we want to give a discount on this session. to our client and open the invoice edit page. Once only invoice use the discount box provided here and you can add a percentage or a currency discount. So for example let's give a $10 discount on this appointment. The total will be recalculated automatically once you've added the discount amount and just save the invoice.

Adding an ongoing discount

1:00 The next option if you want to give an ongoing discount to a client for any specific reason, you will go into their profile, billing and billing setup. Here you have a dedicated discount field. Again, select if it's a percentage or a currency amount and type in that discount and save. You will be asked by the system if you want to apply to this discount to future data invoices, so it's up to you if you do this or not. And there you go, you added an ongoing discount to all the invoices that will be generated for this client. This will affect both invoices created by your team members through the calendar and for the sessions that clients might book online. And that's all for now. I hope this will be useful for you.