In Nexved CRM, you have the option to apply a discount to your estimates and invoices in percentage terms. Follow the steps below to add a discount:
-
Select Discount Type:
While adding or editing an invoice or estimate, you’ll need to choose the discount type from the available options. -
Choose Discount Application:
In the Advanced Settings, you can choose whether to apply the discount before or after tax by selecting the preferred option from the dropdown menu. -
Enter Discount Percentage:
Scroll to the bottom of the page where the total for the invoice or estimate is displayed. In the discount field, type the discount percentage you wish to apply.
Important:
The discount is calculated based on the percentage you enter. You cannot specify a fixed amount for the discount; it must always be a percentage.