To add or edit a discount, click on the gear icon and select DISCOUNTS from the menu on the right. To add a new discount, click on the Add Discount button:

Adding a new discount to the account requires -at minimum- the setting of the compulsory fields of the Discount Name and the Percent of the discount.

  • A discount can be deleted unless it has been used in one or more issued documents in the account.
  • A discount Name cannot be the same as an existing or previously deleted discount Name.
  • To browse the list of your deleted Discounts, click on Show Deleted Discounts on the bottom of your Discounts list.
  • To restore deleted Discounts, select them from the list and click on Un-delete. Click here for detailed instructions.
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