Do you need to add a discount to an invoice? Would you like to be able to add a discount to a future billing cycle?
This is a great tool if you want to offer a special price for a new customer with $10 off their first month of pool service, or maybe offer a mass discount as part of a promotion. This article is to help you do just that!
There are two ways to add a discount to a customer's account. The first way is by adding it directly to the invoice. The second way is to add it to a billing cycle.
TO ADD A DISCOUNT DIRECLTY TO AN INVOICE:
1. From your Company Dashboard, click on BILLING in the black side bar to the left of your screen.
2. In the drop down menu that opens, select INCOME ITEMS.
3. Click on the BLUE PLUS SIGN on the right of your screen to ADD NEW ITEM.
4. You'll be able to create a discount for a specific dollar amount (not a percentage).
5. IMPORTANT: Your dollar amount must entered as a NEGATIVE to deduct that amount from the total.
6. Go to the customer profile you want to apply the discount for, select the Invoice (or generate a new one, if needed), EDIT to add the discount as ADD ITEM, and SAVE.
Here's a short video so you can watch the process in action!
TO ADD A DISCOUNT ON THE BILLING CYCLE, the first steps for creating the income item (if you haven't already created it) are the same as shown above.
Then, to add it to the billing cycle, you'd just select MASS BILLING ITEM when you're about to RUN BILLING and this will be reflected on ALL invoices generated in that batch of Pending Invoices!
Here's a short video to see the process:
Add a Discount to Billing Cycle
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!