How to apply discounts

Learn how to quickly apply discounts on web and mobile

Matt Franklin avatar
Written by Matt Franklin
Updated over a week ago

This video shows you how to quickly and easily apply discounts both to individual line items and to the Proposal or invoice as a whole.

Applying discounts to individual items:

Click to view the individual item

Payaca add discount

Select "Apply Discount"

Choose the level of discount, and add a reason if necessary. Click "Save"

Click on Save

Applying discounts to the whole quote:

Click "Set discount"

Payaca Set discount

Choose the level of discount, and add a reason if necessary. Click "Save".

Note: This will remove any specific item discounts previously added.

Payaca set discount

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