Discounts

Created by Allison Cloyd, Modified on Tue, 10 Jan 2023 at 07:56 PM by Robert Butler

This article explains how to add discounts to invoices/matters.

 

Applying a Discount

Matter Discount

You can set a discount against a matter. 

 

Go to Billing > Matter billing options (calculator) in a matter > Scroll down to Discount. 

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You can set a discount against a matter to be a percentage or a fixed amount. 

This will apply the discount to every invoice created within this matter.

 

The discount will only be applied against fees, not expenses/disbursements.

 

The discount will appear when creating an invoice in the create bill screen. 

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Invoice Discount

You can also set a discount per invoice. 

When creating an invoice in the create bill screen you can add a discount to an invoice by clicking on + Add a discount and then adding a percentage or fixed amount discount. 


 

This discount will appear on the create bill screen. 

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Discounts on the invoice

Depending on your invoice template discounts should appear on the invoice that you send to your client. 

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 Related Articles:

- Discount Reporting 

- Billing Adjustments - Overview