1. How to apply a discount as a line item
- Find the quote you want to edit. Click here to learn how to do this.
- Scroll to the quote section.
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Click 'add line item', and select 'custom stock item' by clicking the tick box.
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Next type in the description you'd like. For example, 'Discount for early booking'.
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Lastly, add the qty of 1, and then add a minus amount e.g -£150.
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Watch the video below to see more...
Video support
2. Steps to apply a monetary discount to a line item.
- Find the booking you want to edit. Click here to learn how to do this.
- When on the booking page, scroll to the quote section.
- Click "+ Add Discount" on a line item.
- Apply the monetary discount to the line item.
- Video support
3. Steps to apply a % discount to a line item
- Find the booking you want to edit.
- When on the booking page, scroll to the quote section.
- Click on the line item you want to add a discount to.
- Click addition fees and then apply the discount.
- Prerequisite: You need to have created an additional discount fee before doing this step. How to create an additional fee
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Notes: You cannot apply additional fees when a quote title is selected. Please untick any quote titles before applying additional fees.
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