Skip to content
  • There are no suggestions because the search field is empty.

Applying Client Discount

Learn how to add one-off or ongoing discounts to invoices in Zanda. Follow steps to apply discounts for specific appointments or client profiles.

There may be instances when you want to provide a discount for a specific appointment or sale or set up an ongoing discount for a particular client. This article will tell you how. 

In this article:

How to add a one-off discount to an invoice

Use this method when you need to apply a discount to an invoice only once. 

  • Open the Invoice Edit page, using one of the methods described here. 
  • In the Discount column, enter the required discount amount in $ or %
  • Save changes.

 

How to add an ongoing discount to a client profile

Use this method when you need to apply a discount to each of the client's invoices. 

  • Navigate to Client Profile > Billing > Billing Setup
  • Select the discount type: % or $
  • Type in the discount amount
  • Save changes

  • If there are any future dated existing invoices for this client, the system will ask you whether you want to apply this change to such invoices. Click Yes to confirm the update

Important notes:

  • If you need to apply this discount to the already existing past dated invoices, please do so manually for each invoice, using the first method described in this article. 

  • When you create Statements, the Invoice Items section will reflect the final total amount with any applied discounts incorporated, but the specific details of the applied discounts will not be shown.

Frequently Asked Questions

❓ Can an ongoing client discount help with client-specific pricing?

Yes. If most clients should pay the standard service price and some clients need a lower rate, set the standard price on the service and add an ongoing discount to the specific client profiles. For example, if the standard service price is $200 and a client should pay $180, add a $20 ongoing discount to that client's profile.

This approach keeps one service available for bookings while Zanda applies each client's profile discount to their invoices.

❓ Will the discount apply when clients book and pay through the Client Portal?

Yes. An ongoing discount on the client profile is included when Zanda creates invoices for appointments booked through the Client Portal. If your Client Portal settings require payment at the time of booking, Zanda calculates the booking payment from the discounted service amount.

For example, if a service is priced at $200 and the client has a $20 ongoing discount, the Client Portal payment amount is based on $180 before any applicable tax or card processing fees.

❓ Can clients buy Session Packs through the Client Portal?

Client Portal bookings use services for online appointment payment. If you use Session Packs, create or assign the Session Pack in Zanda, then apply it to the client's appointment or invoice after the booking is made.

Related Articles