Discounts are applied per line item as a percentage. The discounted amount is reflected in the line total, the invoice subtotal, the tax calculation, and the PDF — clients see both the original amount and the discount so the saving is transparent.

  1. Open the invoice (or estimate / credit note — discounts work the same on each).
  2. While editing the line item, click the Discount % field to the right of the rate. If the field is hidden, click + Discount on the line to reveal it.
  3. Enter the discount as a percentage — for example 10 for 10%, 100 to waive the line entirely, or 0 to remove a previously applied discount.
  4. The line total recalculates instantly: Total = quantity × rate × (1 − discount/100).
  5. Repeat for any other lines that need a discount.
  6. The invoice subtotal, tax, and grand total at the bottom reflect the discounted amounts.
  7. Click Save.

How discounts appear to the client

On the invoice PDF and the shared view, each discounted line shows:

  • The original quantity × rate amount.
  • The discount percentage applied.
  • The discounted line total.
  • A note on the subtotal row showing the total discount across the invoice.

Apply the same discount across many lines

To apply the same discount on every line in one click, set it on the first line and use Apply to all lines in the action menu. Lines without a discount inherit the value; lines that already had a discount are left untouched.

Tip: For one-off goodwill discounts (e.g. "sorry the work ran late") it is sometimes cleaner to add a separate, negative line item titled "Goodwill discount" rather than discounting every line. The total is the same, but the gesture stands out on the PDF.

Note: Discounts are limited to 0–100%. Values outside that range are rejected when saving. To write off an already-approved invoice, issue a credit note (see "How to issue a credit note") rather than retroactively editing the discount — credit notes preserve the audit trail.