Settings

Create and manage discounts

Save percentage or fixed-dollar discount codes in Settings → Discounts, apply them from Add Discount on a quote or invoice, and know how they flow to Stripe and QuickBooks.

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Owner/AdminSettings & Company Setup3 minutesUpdated Sep 23, 2026Current instructions
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What you'll do

A discount is a named code you save once and apply many times. It carries from the quote to the invoice, syncs to Stripe as a coupon, and shows its real name in QuickBooks. The cash discount for paying by cash or check is a separate setting under Settings → Billing.

Do this

  1. 1

    Settings → Discounts → Add your first discount

    Code (letters and numbers, no spaces), display name customers see, Percentage or Fixed amount, and the value.

  2. 2

    Apply it

    In the quote or invoice builder, Billing amount → Add Discount → pick the code (or enter an ad-hoc amount).

  3. 3

    Retire it

    Deactivate old promotions rather than reusing the code for a new offer, so history stays readable.

Discount Management

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