Instructions on how to add a discount to a product/service in an invoice.
- Go to Billing and Dispensary in the left-hand main navigation bar, it is the icon that resembles a shopping cart.
- At the top of the page, click on the tab “Invoices”
- Open an existing Invoice or create a new Invoice
- Scroll down to the section “Add Products and Services”
- In this section, choose a product or service by entering the name into the “Select a Product” field on the left-hand side, enter the quantity in the second box beside it and click the blue “Add Product” button
- Once the product is added, click on the blue link in the “Discount” column. This will open a drop-down with any previously created discounts. Choose the one you wish to apply to the product.
* Keep in mind, this discount will not apply to the entire invoice but rather whatever product/service you apply the discount to.