How to manage discounts?

This article tells you how to manage discounts.

Edward Cooper avatar
Written by Edward Cooper
Updated over a week ago

The way in which you manage discounts depends on whether you are using no accounts integration, a Xero integration, or a Quickbooks integration.

1. Customers in the US

To add a discount to a booking, simply add a product to the booking but set the price of this product to be a negative price and name the product accordingly. For example, to add a 15% discount, add a new product, call it something like "Discount (@15%)" and set the price to -235.00.

2. Customers in Europe

If you don't have an accounting integration or you are using our Xero Single Invoicing integration, you can apply a percent discount to any of the products on the booking. When you add or edit a product, you will see a discount field next to the total (see below). Simply enter the percentage discount you would like to apply to this product and save.

If you are using our Xero Multi-Invoicing integration or want to apply a fixed amount discount to the booking total, simply add a product to the booking but set the price of this product to be a negative price and name the product accordingly. For example, to add a 15% discount, add a new product, call it something like "Discount (@15%)" and set the price to -235.00.

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