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How can I apply a customer discount?
How can I apply a customer discount?

Adjust a quote by increasing or reducing your commission

Updated over 4 years ago

From the Quote Summary page, click the $ Adjust button.

Here you can adjust the total amount payable for all items within the quote by increasing or reducing your commission.

From the three fields available you can apply a discount by a:

  • Dollar amount

  • Percentage amount

  • Or, set total customer amount payable

Note, you can use these fields to add fees too, so be careful to include a 'minus -' if wishing to discount, i.e:

  • Add a minus amount for discount, i.e -$50

  • Add a positive value to add a fee, i.e $50

Once applied, adjustments will be applied pro-rata to all products within the Quote. View adjustments from the Products tab within your Quote Summary.

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