Transcript
In this video I will be showing you how to add customer discounts.
There are 2 different ways you can apply a discount. You can apply a discount per customer. Or you can create an auto discount for a particular customer.
To apply a discount for a singular customer, you first need to go to the customer’s invoice.
Then go to the discount button in the top right corner.
This then brings up a pop-up where you can manage the discount.
First you need to enter the discount type. You can choose between percentage and a fixed amount.
Next, enter the amount you would like to discount.
Then, you can choose to enter either a discount code (If you we’re running a promotion) or explain what the discount if for. For example, 10 percent off servicing.
If nothing is entered it will show as discount.
It then shows you how much the customers invoice will be with the discount applied.
Once you are happy with this, click apply discount
You can now see in the invoice that the discount has been applied and ready to send to the customer.
To apply an auto discount to a customer, you need to go to customers and then lists.
Then, search for the name, account number, email or registration number of the customer you’d like to apply the discount too.
Then click the pen and paper icon on the right.
Next, scroll down to the invoice section and click the edit discount button.
Here you can enter the discount settings you would like to be applied to this customer.
Once you’ve entered all the required details, click the update customer discount settings button.
The next time that customer books in a job, once you generate the invoice the discount will be automatically applied.
In this video I will be showing you how to add customer discounts.
There are 2 different ways you can apply a discount. You can apply a discount per customer. Or you can create an auto discount for a particular customer.
To apply a discount for a singular customer, you first need to go to the customer’s invoice.
Then go to the discount button in the top right corner.
This then brings up a pop-up where you can manage the discount.
First you need to enter the discount type. You can choose between percentage and a fixed amount.
Next, enter the amount you would like to discount.
Then, you can choose to enter either a discount code (If you we’re running a promotion) or explain what the discount if for. For example, 10 percent off servicing.
If nothing is entered it will show as discount.
It then shows you how much the customers invoice will be with the discount applied.
Once you are happy with this, click apply discount
You can now see in the invoice that the discount has been applied and ready to send to the customer.
To apply an auto discount to a customer, you need to go to customers and then lists.
Then, search for the name, account number, email or registration number of the customer you’d like to apply the discount too.
Then click the pen and paper icon on the right.
Next, scroll down to the invoice section and click the edit discount button.
Here you can enter the discount settings you would like to be applied to this customer.
Once you’ve entered all the required details, click the update customer discount settings button.
The next time that customer books in a job, once you generate the invoice the discount will be automatically applied.