Adding a Default Discount to a Client
If you need to apply a standard discount to a client, you can do this, by
Click on the settings button (icon shown above) on the lead edit screen
Under Invoice Discount Settings, check the Apply Discount check box
Fill out all required fields (Name, Type, Percent, Tax Type)
Done! The save will happen automatically.
ℹ️ Note: Discounts will be applied automatically when changes are made to the invoice.