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How to set up a percent discount

  1. On the line item, add a percent discount.
  2. Set value to the percentage to take off the gross bill (for example, 20 for 20%).
  3. Optionally set a label for how the discount appears on the invoice.
  4. Save. The discount will now apply at the same rate to every billing period, scaling automatically with the bill.

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How to stack a percent discount with other discount types

  1. Add each discount to the line item — for example, a quantity discount and a percent discount.
  2. Set the order field on each to control the sequence they’re applied in.
  3. Use the recommended order — quantity discount first, then fixed discount, then percent discount — unless you have a specific reason to deviate. Quantity discount reduces units before any pricing model runs; fixed and percent discounts both operate on the resulting dollar amount.
  4. Save and preview to confirm the combined result.

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How to read the invoice breakdown for a percent discount

  1. Open the invoice and find the percent discount line.
  2. Each period’s breakdown record includes: the amount before and after the discount, the discount applied, and the percentage used.
  3. Use this breakdown to verify the discount matches the expected calculation.