Discount Behavior review: understanding discounts in the price section

Discounts must be set up under Financing & Pricing in the Administration Dashboard first.

Step 1: Apply a discount

1. Scroll to the bottom of the estimate.
2. Find the Discount section.
3. Select the discount you want. The total updates automatically.

Step 2: Add another discount (optional)

1. Select another discount the same way. Each new discount is calculated from the total after the previous one, not from the original subtotal.

Example

• Starting subtotal: $13,499.00
• 10% discount: $1,349.90 off, new total $12,149.10
• Extra 5% discount: $607.46 off (5% of $12,149.10), new total $11,541.64
• Total discounts: -$1,957.36

For the full guide, see How to Apply Discounts in the Estimate.