Overview
You can add a discount and fee to define the discount limit amount and charge tax on the fee. This way, you can increase sales and make transactions smoother.
Who uses this feature
Administrators and office employees
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please reach out to your Customer Success Manager (CSM) for details.
The Edit discounts and fees permission is required to use this feature. Please contact the account administrator on your team.
Things to know
Discounts cannot be applied on adjustment invoices.
Discount prices on an invoice cannot be edited. Create a new discount if needed.
To apply a discount to an exported invoice, create a discount task in Pricebook with a negative amount and add it to an adjustment invoice.
In Pricebook, enable the Allow discounts codes option for any item that should be eligible for a discount applied through a discount line item on the invoice.
To add discounts or fees as tasks in Pricebook, create a Discount or Service Fee item with a fixed price. You cannot set percentages for tasks.
You can’t automate adding credit card fees based on the payment type, such as Visa or Mastercard.
How it works
Technicians and CSRs can apply discounts or fees through Pricebook based on predefined categories. These affect the invoice total differently depending on whether it’s a discount or a fee, and how tax is handled.
Discounts
Discounts apply to the pretax amount of the invoice. Add discounts directly to the invoice where the related items are.
For example, if the original price is $1,000 and a 20% discount is applied ($200), the pretax total becomes $800. With 10% tax, that’s $80, making the total invoice $880.
Fees
Fees add charges to invoices. They work best for transaction-related costs like credit card processing fees. These fees are not designed for job costing tracking. You can add any fees manually.
Note: We don't automate credit card fees by payment type such as Visa or Mastercard.
Fees are calculated based on the pretax amount, but they are added after tax is applied. The outcome depends on whether the fee itself is taxable. For example,
For a non-taxable fee of 7%:
With a base amount of $1,000, tax at 10% adds $100, making the subtotal $1,100.
The fee, calculated as 7% of the base ($70), is added after tax, bringing the total to $1,170.
For a taxable fee of 7%:
A 7% fee on a $1,000 base adds $70, making the taxable amount $1,070.
Tax at 10% on $1,070 adds $107, bringing the total to $1,177.
Add discount or fee
Go to the navigation bar and click Pricebook
.In the side menu, click Discounts & Fees.
In Discounts & Fees, click Add Discount or Fee.
In the Add a Discount or Fee screen, select Discount or Fee from the Type field.
Note: Depending on the type you select, the fields and information you enter is different.
When finished, click Save.
Define a Discount Limit
In the Add a Discount or Fee screen, click the Type field and select Discount.
For the Discount Type, select Percentage.
In the Discount Limit field, enter the limit amount as a percentage.
When finished, click Save.
Charge tax on a fee
In the Add a Discount or Fee screen, select Fee from the Type field.
In the Fee Type section, select the Charge Tax on Fee option.
Note: If Charge Tax on Fee is activated, the calculation formula is the following: Fee Amount * Tax.
When finished, click Save.