Apply Discounts

Discount items in SingleOps can be used in two ways: as built-in discounts by percentage or applied directly as a Line Item to the job for a flat rate.

In this article:

Apply a Percentage Discount

Apply a Flat Rate Discount

*Note: If applying a Line Item Discount, do not use the Prepay Discount Item, create your own.

Apply a Percentage Discount:

1. Select Enabled next to Discount at the bottom of your Job edit page
2. Select the Discount Item
3. Enter a percentage in whole numbers (e.g., 40 for 40%)
4. Include a description (optional)
5. Select Tax Type

• Pre Tax: discount will apply to the pre-tax total
• Post Tax: discount will apply to the post-tax total

Apply a Flat Rate Discount:

1. Add the discount item directly to the estimate on the Job edit page
2. Insert the discount amount as the unit price

*Note: Discounts (& their descriptions) will appear as a Line Item on Proposals & Invoices