Knowledge Base

The best way overall to apply a discount to an order is to add that discount as a line item on the order. 

So on an order, in the section where your line items or services are entered, add a new line with a service/product description of "Discount" or however you want to describe the discount, and then a quantity of 1 and a unit price of a negative dollar amount (e.g. a 10 dollar discount would be entered there as "-10.00"). 

You can also do percentage discounts using this same method.  Add the description you want for the discount, and then in the Quantity column, enter the total dollars for the invoice before the discount, and then in the unit price column, enter the percentage you want for the discount as negative cents (e.g. a 15% discount would be entered there as "-0.15").

If the invoice you are adding the discount line item to has taxes applied, and this discount needs to also be deducting from those taxes, then realize that the discount line item should also have those taxes applied.  You can apply tax to the discount by right-click on the service description there on the form and choosing Service Details, and then on the Tax tab there, be sure the appropriate boxes are checked.

Also, realize that the discount line item will be reported just like any other service on the invoice.  So for your reports to be accurate, you need to assign the discount line item to the Service Category that it belongs.  For instance, if the discount is for carpet cleaning, then the Service Category for the discount line item should be Carpet Cleaning.  Of course you can setup all of your Discount services in advance on the Service/Product Setup screen, but you can also just assign the individual line item to a category by right-clicking on the service description there on the invoice, choosing Service Details, and setting the Service Category there to be whatever you need it to be for that discount.