Discount does not appear when adding a discount item to Counter Sales invoiceLast updated on 05/12/2023
This guide will explain how to add a discount item to a counter sale invoice in ServiceTitan.
LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.
Problem
When attempting to add a discount item to a counter sale invoice, the discount does not appear.
Solution
Create a category of service items for discounts and fees on POS in your pricebook.
Hide the category from the mobile view.
Add a negative pricebook task to the invoice for the discount item.
Manually reduce the price and add the discount as a note on the invoice summary.
Note: Discounts and Fees are not compatible with POS.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.