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How do I Add Client and Order Discounts?

This article describes how to set a Flat % Discount for a Client or apply a discount for a specific Order.

To set a Flat % Discount for a Client

  1. Go to Clients in the menu bar to the left
  2. Click on the row of the Client you want to view
  3. In the Client window on the right, select the Billing tab and Edit the flat % discount
  4. Select Save
    discount1

Note: To add client-specific pricing for test packages, see the article How Do I Set Custom Pricing for Clients?

To add a price adjustment or discount to an order

  1. Prior to submitting an order on the Checkout page, click Price Adjustmentdiscount2
  2. In the Price Adjustment window, you can discount or increase order value by inputting "-" or "+" and a value. For example, if you enter "-200", the order will be discounted $200
    Note: The change in value needs to be entered as a dollar value, not as a percent
  3. Alternatively, this can be done for an already existing order on the Order screen under Invoice