Discounts

Overview

Discounts reduce quote and invoice totals using:

• A global fixed amount or percentage.
• One or more negative discount line items.

Use discounts for promotions, loyalty pricing, goodwill adjustments, or documented price corrections.

Global discounts

A global discount can be a dollar amount or percentage applied to a quote or invoice subtotal. Global discounts are not displayed on jobs.

To apply one:

1. Open or create a quote or invoice.
2. When editing an existing document, edit Products and services.
3. Scroll to totals.
4. Select Add discount.
5. Choose fixed amount or percentage.
6. Enter the discount and save.

The discount is deducted from the subtotal.

Discount line items

Use line items when several discounts are required or each discount needs its own explanation.

1. Edit the quote or invoice.
2. Select Add line item.
3. Enter a name such as Loyalty discount.
4. Add a description.
5. Enter a negative unit price, such as -$50.00.
6. Confirm the quantity.
7. Save.

Repeat the steps for additional discounts. The total updates after each negative line item.

How discounts are applied to invoices

Discounts reduce non-taxable items first, then taxable items.

When a quote with a global discount is converted to a job:

• The global discount is not displayed on the job.
• The discount returns when an invoice is generated from that job.
• For recurring jobs, the discount appears on every generated invoice.

Review recurring discounts carefully to ensure the promotion is intended for every billing cycle.

How discounts work with tax

Fieldified calculates the invoice in this order:

1. Each line-item total is calculated as quantity multiplied by unit price and rounded to two decimal places.
2. Taxable and non-taxable line items are subtotaled separately.
3. Discounts are deducted from the non-taxable subtotal first.
4. Any remaining discount is deducted from the taxable subtotal.
5. Tax is calculated on the taxable amount remaining after discounts.
6. Discounted subtotals and tax are combined.
7. The final total is rounded to two decimal places.

This means the discount is applied before tax and reduces the amount on which tax is calculated.