Before you start
A discount is a percentage off, or an amount off each invoice. It comes off new invoices by itself. To give one to a group of customers, give them a tag first.
- In Money, open Discounts and choose New discount.
- Give it a Name, such as Loyal customer.
- Under Kind, choose Percentage off or Amount off each invoice, then enter the Percentage or the Amount (£).
- Under Who it's for, choose Every customer, a tag, or one customer.
- Leave Active on, and choose Save discount.
What happens next
New invoices for those customers take the discount off, and show its name and the amount. Invoices already issued don't change.
A customer gets their own discount first, then one for a tag they have, then one for everyone.
To stop a discount for a while, open it and turn off Active. It then shows as Paused.
If something goes wrong
- Save discount can't be pressed: give it a name and an amount above 0. A percentage can be up to 100.
- “We couldn't save the discount. Please try again.”: try again.
- An invoice has no discount: check the discount is Active and is for that customer, or a tag they have.
Who can do this
The owner and managers with Can see invoices, take payments and set prices.
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