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Discounts

Overview

Homeworks 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:

  1. First, enter any percentage in the discount box at the top.

  2. Scroll down to the total calculation section at the bottom.

  3. Manually adjust the discount to a specific dollar amount there.

Adding a Discount to a New Invoice

  1. Navigate to Finances > Invoices.

  2. Click + New Invoice.

  3. Locate the Discount box and enter a percentage.

    1. (Optional: If you want a dollar amount discount, scroll down to the total calculation section and manually adjust the discount.)

  4. Scroll to the bottom of the page and click Update Invoice to save.

Adding a Discount to an Existing Invoice

  1. Navigate to Finances > Invoices.

  2. Locate the invoice you want to update and click the pencil (edit) icon.

  3. Find the Discount box and enter a percentage.

    1. (Optional: Adjust the discount in the total calculation section if you prefer a dollar amount instead.)

  4. Scroll to the bottom and click Update Invoice to save the changes.

Note: Discounts cannot be added to paid invoices.

Adding a Discount to a New Estimate

  1. Navigate to Finances > Estimates.

  2. Click + New Estimate.

  3. Locate the Discount box and enter a percentage.

    1. (Optional: Scroll to the total calculation section to adjust the discount to a dollar amount.)

  4. Scroll to the bottom and click Save Estimate to apply the discount.

Adding a Discount to an Existing Estimate

  1. Navigate to Finances > Estimates.

  2. Locate the estimate you want to update and click the pencil (edit) icon.

  3. Find the Discount box and enter a percentage.

    1. (Optional: Adjust the discount in the total calculation section if you prefer a dollar amount instead.)

  4. 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:

  1. Navigate to the Customer Profile.

  2. Locate the Discount % field when clicking Show More at the top.

  3. Enter the percentage you want to apply to all future invoices and estimates.

  4. Save the changes.

✅ This is useful for offering special rates, such as lifetime discounts for charities or VIP customers.

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