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Automatic/ Manual Discount Calculation
Automatic/ Manual Discount Calculation
To set whether you wish for the discount to be calculated automatically or by manual selection simply perform the following;
Select the ‘SETTINGS’ tab, then choose ‘INVOICE OPTIONS’, and then select ‘PAYMENTS & DISCOUNTS’.
At the bottom of this page is the discounts sections whereby you can select whether you want Automatic or manual selection.
If this option is set to Automatic then whenever you add an item to an invoice for which you have already entered a price (in the Products/Services list), then the discount will be automatically applied.
If this is set to Manual then the discount will not automatically be applied. Instead you will have an 'Apply Discount' button on the invoice. This will allow you to add all of the items to the invoice and then apply the discount. You can then add other items to which the discount does not apply, such as shipping/carriage
Note: by default this is set to automatic