Discounts

Discounts help you offer promotions, reward customers, match competitor pricing, or make approved price adjustments on quotes and invoices. In Zuper, you can apply a discount to the entire quote or invoice or to a specific line item. Zuper automatically updates the subtotal, tax, and total based on the discount you apply. You can also add multiple discounts to the same quote or invoice when transaction-level discounts are enabled. There are two ways to add discounts:

• Transaction-level discounts apply to the entire quote or invoice. Use them to stack multiple discounts such as promotions, loyalty discounts, or manager-approved adjustments.
• Line-item discounts apply to a specific product, part, or service. Use them when only certain items need a price adjustment.

You can add discounts in the Zuper web app and the Zuper Field Service app.

Things to know

• Your organization can use either transaction-level discounts or line-item discounts. Only one discount method can be enabled at a time. Your admin set “Apply discount at?” in Settings → Modules → Quotes and Invoices → General.
• To select from saved discounts, create them first in Settings → Modules → Quotes and Invoices → Discount & Fees. Learn more in Configuring Quotes and Invoices.
• Role and trade-type restrictions determine which discounts users can access.

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Transaction-level discounts

A homeowner qualifies for a spring promotion and a veteran discount, and your sales manager approves an additional 5% discount. You can add each discount separately below the Sub-Total by clicking “Add Discount?”, which makes it easy for your team to understand how the final price was calculated. Zuper applies each discount to the remaining amount after the previous discount has been applied. Tax is calculated last, using the Subtotal after discount.

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To apply a discount to your quote or invoice:

1. Create a quote or invoice, or navigate to an existing quote or invoice. 
2. Add your line items.
3. Below Sub-Total, click Add Discount?.
4. Click Enter label and select a saved discount, or enter a name for a new discount.
5. Enter or update the value. Select USD for a fixed amount or % for a percentage.
6. Click outside the row to apply the discount. This discount will be deducted from the sub-total.
7. To add another discount, click Add Discount? again and repeat the process.
   

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Line-item discounts

Line-item discounts are useful when only one product or service requires a price adjustment. For example, you may offer a discount on a specific part, or provide a one-time reduction on a service without affecting the rest of the quote. Zuper strikes through the item’s original total and displays the discounted total below it. The Sub-Total reflects the discounted line totals, and tax is calculated on that amount.

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To add a line-item discount

1. From your quote or invoice, click Add line item. If you are editing an already created quote or invoice, click (…) in the Actions column and select Edit.
2. In Discount, select USD or %.
3. Enter the discount value.
4. Click Update Line Item.
   

Zuper strikes through the original line total and displays the discounted total below it.

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Frequently asked questions