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How to apply a discount to a client's invoice
How to apply a discount to a client's invoice

Taking a closer look at applying a discount for your client on an invoice.

Updated over 5 months ago

In the event you'd like to offer a discount to your client on an invoice, it's a simple process with Bonsai, keeping your invoicing process smooth and professional.

To apply a discount to your invoice for a client:

  • Navigate to Financial Management > Invoices

  • Open the specific invoice

  • Scroll to the 'Subtotal' section of your invoice. Underneath, you will see an 'Add Discount' button:

Here you can add a percentage (%) or dollar ($) discount to the overall invoice total:

Once you have done so, select 'Apply' and this will be successfully added to your invoice.

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