Before you start
- You have permission to open Settings.
- You know whether the discount should be a percentage or fixed dollar amount.
What you'll do
You will create a reusable discount code and give it a clear display name so customers and office staff understand why money was taken off.
Do this
- 1
Open Discounts
Go to Settings, then choose Discounts.
- 2
Add a discount
Select Add discount and enter a code with letters and numbers only. Avoid spaces so customers can type it from a phone.
- 3
Name it for the customer
Use a display name that explains the offer, such as Spring 2026 Promo or Referral Credit.
- 4
Choose the amount type
Use Percentage for offers like 10% off and Fixed amount for flat credits like $25 off.
- 5
Save and test it
Save the discount, then apply it to one quote or invoice preview before sharing the code broadly.
Good discount rules
- Use short codes that are easy to say over the phone.
- Use display names that make sense on invoices and in QuickBooks.
- Keep seasonal codes separate from customer-specific credits.
- Retire old promotions instead of reusing the same code for a new offer.
Best use
Discounts work best for promotions, referral credits, goodwill adjustments, and limited sales campaigns. Do not use them to fix the base price of a service that should be updated in Products & Services.
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