Discount as a Product
The easiest way to add a discount to an invoice is to use a special product/item, with the following information:
- Description: Discount
- Taxable: Yes or No, depending on your requirement
- Price: -1.00
- Is A Service: Yes (Set this to Yes so that will not maintain its stock)
After adding the above product, you can then add the product to an invoice when needed, and enter the amount into thefield.
In case discounts must be listed for each product/service, you need to use custom fields. For detailed documents and tutorials on using custom fields, please see:
Here are the brief steps you need to follow:
- By using , add a custom field , to the ( ) database table, with the type of .
- Open your invoice template.
- Add a new column. Name the cells on the column
The cell names establish the link between the template and the backend database. For example, in the name "", "okn" is a prefix, "ItemDiscount" is the field name that tells to which database field to save the cell data when you click the button on the worksheet, and, "_1" is the row number of the cell.
, ... .
There are 3 invoice templates in the following downloadable package. All the templates have the Customizing Invoice Template.field added as detailed above, but there are slightly differences on the layout of the invoice forms. To learn how to customize the layout of the invoice form, please see
- Click to download the invoice templates with discount column. (395 KB)
There are also other various pre-customized invoice templates in the member area that are offering discount options, such as: (You need a member account to download the following templates)
- Invoice Template for Cosmetics Company or Cosmetics Store
- Invoice Template for Music Company or Store
- Applying Discounts to Certain Customers
- Golden Pearl Jeweler Shop Invoice Template
- Invoice Template for United Kingdom Store/Company
- Invoice Template for Book Wholesaler, Publisher or Store
- Manufacturing Company/Plant Commercial Invoice Template
- Invoice / Estimate Template for Engineering Service
- Invoice Template / Receipt Template with Discount Validation for Jeweler Shop / Gold Shop