Troubleshooting
Role: Administrator · Office Admin · Accountant · BookkeeperArea: Counter Sales · Point of Sale (POS) · Pricebook · All versions
What you're seeing
You're building a counter sale (POS) invoice and want to take money off with a discount, or add a fee. There's no option to apply a discount or fee directly. The standard discount option doesn't work on a counter sale invoice.
Why this happens
Reason
A counter sale (POS) invoice doesn't support discounts or fees directly.
Discount tasks (the standard discount option) don't apply to it. To adjust the total, you add a pricebook service item instead.
Before you start
Add the discount or fee before you collect payment. You can't edit a paid counter sale invoice.
Caution: Do not use this workaround to add a credit card surcharge or convenience fee. Fintech guidance is that discount and fee items are not compliant for card surcharging. Instead, increase prices and offer a cash discount.
How to fix it
Add a discount or fee as a pricebook service item
Go to the Pricebook.
Create a service item priced to match the adjustment: a negative price for a discount, or a positive price for a fee.
Add the item to a pricebook category that's assigned to the POS location, so it can be added to counter sale invoices.
Add the item to the counter sale invoice.
✓ Done · The item appears as a line on the counter sale invoice and adjusts the total.
Note: A negative-price discount item behaves differently from membership discounts on counter sale invoices.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The counter sale invoice number and the POS location
Whether you're applying a discount or a fee, and the amount
The name of the service item you created and its price
Whether the item appears in the POS location's assigned pricebook categories
Which steps from this article you already tried
Want to learn more?
Process point of sale transactions from the office ›
Walks through creating and completing counter sale invoices from the office, including adding line items and collecting payment.
Can't create a counter sale invoice because the Location field is empty ›
Resolves an empty Location field by adding your employee record to the POS location so counter sale invoices can be created.