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
Settings → Discounts → Add your first discount
Code (letters and numbers, no spaces), display name customers see, Percentage or Fixed amount, and the value.
- 2
Apply it
In the quote or invoice builder, Billing amount → Add Discount → pick the code (or enter an ad-hoc amount).
- 3
Retire it
Deactivate old promotions rather than reusing the code for a new offer, so history stays readable.
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