• "How do I add a discount line to an invoice?"
  • "How can I add discounts to invoices?"


Resolution Steps

Make sure the discount is set up as an item inventory - How to Create an Inventory Item

  1. Go to Inventory > Items.

  2. Click New Item and create a new item, and fill in all the details needed.

  3. Set the Sales Price to a negative value for the discount.

  4. Example: for a 10% discount, set the sales price to -0.10.

  5. Click Create.

Adding the discount line to an invoice.

  1. On the POS screen, add the items being purchased.

  2. Search for and select the discount item (e.g., “10% Discount”).

  3. In the Quantity field, enter the subtotal of the transaction.

    1. Example: If the subtotal is 11.98, enter 11.98.

  4. Press Enter.

  5. The system will calculate 10% of the subtotal as a discount.

  6. The discount will appear as a line item on the invoice.

 

Verification: The discount should appear as a separate line item on the invoice.