Help Center | Discounts, Fees, and Pricing Adjustments | Help Center

Customize quote and invoice totals with flexible discount and fee options.

Discount Types

Percentage Discount

Enter a percentage value (e.g., 10%)

Automatically calculates discount amount

Applied to subtotal before taxes

Fixed Amount Discount

Enter a dollar amount (e.g., $50.00)

Deducted directly from subtotal

Useful for negotiated discounts

Applying Discounts

Navigate to the Pricing Summary step

Select discount type (Percentage or Fixed)

Enter the discount value

Preview the calculated discount

Additional Fees

Add extra charges (delivery fees, setup fees, etc.)

Enter as a fixed dollar amount

Added to subtotal before tax calculation

Tax Calculations

System applies standard tax rate (configurable)

Tax calculated on: (Subtotal - Discount + Additional Fees)

Tax amount displays in summary

Total Calculation Formula

```

Total = Subtotal - Discount + Additional Fees + Tax

```

Customize quote and invoice totals with flexible discount and fee options.

Discount Types

Percentage Discount

Enter a percentage value (e.g., 10%)

Automatically calculates discount amount

Applied to subtotal before taxes

Fixed Amount Discount

Enter a dollar amount (e.g., $50.00)

Deducted directly from subtotal

Useful for negotiated discounts

Applying Discounts

Navigate to the Pricing Summary step

Select discount type (Percentage or Fixed)

Enter the discount value

Preview the calculated discount

Additional Fees

Add extra charges (delivery fees, setup fees, etc.)

Enter as a fixed dollar amount

Added to subtotal before tax calculation

Tax Calculations

System applies standard tax rate (configurable)

Tax calculated on: (Subtotal - Discount + Additional Fees)

Tax amount displays in summary

Total Calculation Formula

```

Total = Subtotal - Discount + Additional Fees + Tax

```

For Your Customers

For Your Technicians

For Your Business

Discounts, Fees, and Pricing Adjustments

For Your Customers

For Your Technicians

For Your Business

Discounts, Fees, and Pricing Adjustments

Discount Types

Percentage Discount

Fixed Amount Discount

Applying Discounts

Additional Fees

Tax Calculations

Total Calculation Formula

Was this article helpful?

Related Articles

Discount Types

Percentage Discount

Fixed Amount Discount

Applying Discounts

Additional Fees

Tax Calculations

Total Calculation Formula

Was this article helpful?

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