Adding a Discount to the Invoice

Enerpize provides you with the ability to add a discount to the invoice as a whole, or at the item level only. This is explained below.

Discount at the Invoice Total Level

To apply a discount to the invoice items total, follow these steps:

1. Click on “Sales” from the main menu.
2. Click on “Create Invoice”.
   • For more details on how to create an invoice, refer to the “Creating a Sales Invoice“ guide.
3. Click on “Discount & Adjustment” below the item table in the invoice.
4. Select the discount type, whether it is a “Percentage” or an “Amount”.
5. Enter the required discount value.
   • Note: The allowed discount percentage may be affected depending on the sales person when activating the “Maximum Discount” feature. For more details, refer to the “Employees Maximum Discounts” guide.
6. The effect of the discount will appear directly in the invoice table, with the total invoice amount after the discount.

Discount at the Item Level

To apply a discount at the item level, follow these steps:

1. Activate the “Item Discount” option from the invoice settings. For more details, refer to the “General Invoice/Estimate Settings“ guide.
2. Go to the item table in the invoice and select the item level discount value.
3. Select the discount type by choosing between “percentage” or “amount” by toggling between the “%” and “$” signs.
4. Enter the discount value for the item.

• The effect of the discount will appear directly on the calculated total of the item.