There may be times when you want to add a discount to a client's profile that is automatically included on all of their invoices. Examples of this would be a 10% military, senior, or employee discount. In other situations, you may want to include a special one-off discount meant to encompass a single invoice's worth of visits. Situations where you may want to do this include issuing a credit for a client or a special promotion you may be running for new clients when they sign up. Regardless of the reasoning, adding a manual or automatic discount to your client's invoices allow you to further customize your client's experience and cater to their specific circumstances.

To add a manual discount, navigate to the "Services/Invoices" tab of the client's profile and click on the "Edit" button of the invoice you want to add a discount to under the "Invoices" section:

From the Edit Invoice screen, scroll down until you can see the "Invoice Summary" section of the invoice, where the subtotal, tax amount, tip, and total balance are listed. From here, you'll click the pencil icon in the upper-right corner of this section.

This opens the option for editing the invoice's discount, tax rate, and tip. There will be two fields with the discount option. You'll enter the amount you would like to issue as a discount (e.g., 10, 20, etc.) in the first field, and then select a dollar or percentage sign from the second field, depending on the type of discount you want to offer.

When you are done entering the client's discount, click "Save Changes" below the balance to save your changes. The discount will now be applied to the invoice, and the amounts should automatically update to reflect it.

To add an automatic discount, navigate to the "Services/Invoices" tab of the client's profile and click on the teal edit button underneath Auto Discount:

You can then add the discount amount and save:

This discount will now be applied to all future invoices for this client.

Note: Invoices that were generated before the auto discount was added to the client profile will not be affected.