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Create a promotion discount

Dr Askari avatar
Written by Dr Askari
Updated over a year ago

A promotion discount is a discount with rules e.g. how much, when and to what it can apply to. If an invoice contains an item that matches the promotion discount rules, the discount you have created will appear in the promotion discount drop down. Selecting it will automatically apply the discount to the applicable items.

Read other ways to discount an invoice.

Create a promotion discount

  1. Click on Admin in the right hand menu.

  2. Click the "Discounts" in the Organisation box.

  3. Click the blue plus button next to the search bar.

  4. Complete the required fields.

    1. Select whether you will discount as a percentage, or fixed amount and it's value

    2. Choose the dates when the discount will be valid

    3. Select if the discount is applicable to the entire invoice or individual/groups of items.

    4. If choosing to discount individual or groups of items, select them from the following drop downs:

      1. Services (learn how to Create a Service)

      2. Courses (learn how to Create a Course)

      3. Products (learn how to Create a Product)

  5. Click "Submit"

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