You can setup a discount template to automatically apply discounts to invoices which meet your selected critieria.


You can choose to offer a discount based on the total of an Invoice. For instance you want to offer discount when Invoice is greater than $500

Or you can make it based on the count of services delivered. For instance if you invoice monthly and give discount to customers who schedule more than 20 appointments.

Discount Amount

You can select the discount amount to be eiter a flat amount like $20 or percentage based on the invoice.


Automatically Applying the Discount

Select the check box to run this template automatically whenever an invoice is created.