How to apply a discount to an invoice?

If you tell customers that they’re going to get a certain discount on their purchase, odds are, they’re going to want to see it in writing. With ZipBooks, you can apply a discount to individual line items or to the invoice as a whole. 

Here’s how to apply a discount to individual items:

1. Log in to ZipBooks and go to Invoices

2. Create a new invoice or select an existing invoice and click Edit

3. Find the Item that you’d like to add a discount to and click on the Gear icon on the right side of the line.

4. Under Discount %, and type in the discount amount that you’d like to apply to that item.

5. Click the blue Done button.

6. Repeat for any other items you’d like to apply a discount to.

And you’re finished! ZipBooks will automatically calculate your discount and it will appear at the bottom of your invoice. Under Subtotal, you’ll see “Discount: (% varies)”.

If you’d like to apply a discount to the entire invoice, you don’t need to edit each item individually. 

Here’s how to apply a discount to the entire invoice:

1. Log in to ZipBooks and go to Invoices

2. Create a new invoice or select an existing invoice and click Edit

3. Under Subtotal, type a percentage into the yellow Discount field. 

That’s it! The discount will automatically be subtracted from the entire invoice.