Adding Discounts to an Invoice
Adding discounts to your invoices is a great way to reward loyal customers and close more deals. JobsPaid makes it simple to apply both percentage and flat-rate discounts directly to your invoices.
How to Add Discounts to Your Invoice
- Navigate to your Dashboard and click Invoices
- Either create a new invoice by clicking Create Invoice or open an existing draft
- Add your line items (services, materials, etc.) as usual
- Look for the Discount section below your line items
- Choose your discount type:
- Percentage: Enter a number like "10" for 10% off
- Flat Rate: Enter a dollar amount like "50" for $50 off
- The discount will automatically calculate and show in your invoice total
- Add a note in the Description field explaining the discount (like "Loyal Customer Discount" or "Early Payment Discount")
- Review your invoice total to make sure everything looks correct
- Click Save or Send to complete your invoice
Types of Discounts You Can Offer
Percentage Discounts work great for:
- Repeat customers (5-10% off)
- Large jobs (volume discounts)
- Seasonal promotions
Flat Rate Discounts work well for:
- Fixed dollar amounts off total
- Cash payment incentives
- Referral rewards
The discount will appear as a separate line item on your invoice, making it clear to your customer exactly how much they're saving.
Common Mistakes
Don't forget to explain the discount in the description field. Your customers appreciate knowing why they're getting a deal, and it helps build loyalty.
Double-check your math before sending. While JobsPaid calculates automatically, always review the final total to make sure it matches your expectations.
Remember that discounts reduce your revenue, so make sure the discount amount makes sense for your profit margins.
Related Articles
• Creating and Sending Your First Invoice • Setting Up Customer Information and Payment Terms • Tracking Invoice Payments and Follow-ups
Happy invoicing! 💰