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How do I apply a discount to an estimate?

Choose a configured discount, apply it with the plus sign, and check the updated total.

Step 1: Locate Discounts

On the estimate's Overview, find and expand the Discounts section.

01-locate-discounts

Image description: Discounts section expanded on the estimate Overview.

Step 2: Choose a discount

Open Choose a Discount and select an available, configured discount. The options depend on your organization's setup.

02-choose-a-discount

Image description: Discount selected in the Choose a Discount control.

Step 3: Apply it

Click the + next to the selection. The discount is not applied until you click + and it appears in the list below.

03-click-plus-to-apply

Image description: Plus sign used to add the selected discount to the applied list.

Step 4: Add another discount

To use more than one discount, choose another available discount and click + again. Check that both appear in the applied list.

04-stack-discounts

Image description: Two discounts visible in the applied list.

Step 5: Remove an unwanted discount

Click the trash icon on the discount you do not want, then confirm Delete. Check that the intended discount remains.

05-click-trash-icon

Image description: Delete Discount confirmation for the unwanted discount.

06-confirm-discount-removal

Image description: Only the intended discount remains after deletion.

Step 6: Review the updated total

Check the discount deduction and the resulting total before you finish the estimate.

07-intended-discount-remains

Image description: Discount deduction and updated estimate total shown on Overview.

08-review-updated-total

When the discount and total are correct, clear any estimate validations and save the estimate using the standard save flow.

💡 Pro tips

  • Available discounts are configured for your organization. A manager may be able to add or change them, depending on permissions.

  • Add Custom Discount is permission-dependent; it may not appear for every user.

  • Some items may be non-discountable. A percentage or amount discount may therefore not match a calculation against the full subtotal.

Remember

  • What you see can differ depending on your organization's settings and your permission level.

  • Tab names, headers and available options are configurable.

  • If you can't see or do something described here, ask your manager first. They can contact support.