Managing discounts on quotes and invoices

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 item, or to groups of line items (overall discounts).

A discount always includes two fields:

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

How do I add a discount to a line item?

To add a discount when creating a line item, click the “Discount” checkbox, then complete the fields described above.

For a line item that’s already been created, open the contextual menu to add the discount.

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

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

If you want to apply a discount to the document total after taxes, choose the “Fixed amount” discount type, then select “Incl. tax” from the dropdown.

You can also apply the discount at a specific position (e.g., after a subtotal or within a subgroup). To do this, use the “Apply to the line items subtotal” toggle to deactivate the option. Once the discount is inserted, drag and drop it to the desired position.