Overview
Copilot CRM allows you to apply discounts to invoices and estimates, either at the time of creation or when editing an existing invoice/estimate. Discounts can also be set at the customer profile level to automatically apply to all future invoices and estimates for that customer.
💡 Note: By default, the discount box at the top of the invoice or estimate will apply a percentage-based discount.
If you want to set a dollar amount discount instead:
First, enter any percentage in the discount box at the top.
Scroll down to the total calculation section at the bottom.
Manually adjust the discount to a specific dollar amount there.
Adding a Discount to a New Invoice
Navigate to Finances > Invoices.
Click + New Invoice.
Locate the Discount box and enter a percentage.
(Optional: If you want a dollar amount discount, scroll down to the total calculation section and manually adjust the discount.)
Scroll to the bottom of the page and click Update Invoice to save.
Adding a Discount to an Existing Invoice
Navigate to Finances > Invoices.
Locate the invoice you want to update and click the pencil (edit) icon.
Find the Discount box and enter a percentage.
(Optional: Adjust the discount in the total calculation section if you prefer a dollar amount instead.)
Scroll to the bottom and click Update Invoice to save the changes.
Adding a Discount to a New Estimate
Navigate to Finances > Estimates.
Click + New Estimate.
Locate the Discount box and enter a percentage.
(Optional: Scroll to the total calculation section to adjust the discount to a dollar amount.)
Scroll to the bottom and click Save Estimate to apply the discount.
Adding a Discount to an Existing Estimate
Navigate to Finances > Estimates.
Locate the estimate you want to update and click the pencil (edit) icon.
Find the Discount box and enter a percentage.
(Optional: Adjust the discount in the total calculation section if you prefer a dollar amount instead.)
Scroll to the bottom and click Save Estimate to update the discount.
Applying Discounts Automatically for a Customer
If you want a discount to apply automatically to all future invoices and estimates for a specific customer:
Navigate to the Customer Profile.
Locate the Discount % field when clicking Show More at the top.
Enter the percentage you want to apply to all future invoices and estimates.
Save the changes.
✅ This is useful for offering special rates, such as lifetime discounts for charities or VIP customers.