How to Use Discount Items

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.

How to 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

Screen+Recording+2021-06-23+at+04.32.56+PM.gif

 

How to 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

Screen_Recording_2021-06-23_at_04.47.41_PM.gif

 

Note: Discounts (& their descriptions) will appear as a line item on Proposals & Invoices 

 

 

Was this article helpful?
1 out of 3 found this helpful

Comments

0 comments

Please sign in to leave a comment.