Managing discounts on quotes and invoices

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Toolcie allows you to manage discounts and other price reductions on your quotes and invoices in several different ways.

You can add discounts per line/entry, but also by group of entries (overall discounts).

The discount always includes two fields:

  • the type of discount: percentage or fixed amount
  • the value of the discount

How do I add a discount to a line item?

To add a discount when creating an entry, just click the Checkbox “Discount” checkbox, then complete the fields described above.

For a line/entry that’s already been created, click on the contextual menu Contextual menu to add the discount.

How do I add a discount to a group of items?

If you want to add an overall discount or a discount to a group of items, click on the “Add” Add button button, then on the “Discount” Discount button button.

If you want to apply a discount to the total amount of the document after taxes (e.g., VAT), choose the discount type “Fixed amount”, then check the box “Calculate on the total tax incl.”.

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