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Add a Default Discount to a Client

Learn how to apply discounts at the client level

Releventful Support avatar
Written by Releventful Support
Updated over a week ago

Adding a Default Discount to a Client

If you need to apply a standard discount to a client, you can do this, by

  1. Click on the settings button (icon shown above) on the lead edit screen

  2. Under Invoice Discount Settings, check the Apply Discount check box

  3. Fill out all required fields (Name, Type, Percent, Tax Type)

  4. Done! The save will happen automatically.

ℹ️ Note: Discounts will be applied automatically when changes are made to the invoice.

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