INTENDED SEARCHES: estimate discount, discount amount, discount percent, discount type
Discounts reduce the amount charged on an estimate line item or estimate total depending on how the account is configured.
Discount fields you may see:
- Discount.
- Discount type.
- Discount amount.
Common discount types:
- Percentage discount.
- Fixed amount discount.
Steps:
1. Open the estimate.
2. Add or edit the line item.
3. Enter the discount value.
4. Select the discount type if shown.
5. Review the line item total.
6. Review the estimate grand total before saving or sending.
Before sending, check:
- The discount is intentional.
- The discount type is correct.
- The discount is applied to the correct item.
- The final total is correct.
Why this matters:
A wrong discount can undercharge the customer, confuse the invoice, and create reporting problems.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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