How to apply a discount

On InvoiceXpress there are 2 ways to apply a discount to the invoice:

• Through the Global Discount option
• Applying the Item Discount

We will now explain how each of the discount application methods works:

1. Global Discount

This type of discount is applied to the total invoice amount. It can be entered in percentage (%) or in absolute value (monetary). The first provides the possibility of applying a discount rate to the total invoice amount (e.g.: 5%, 10%, 15%, etc.). With the second, a gross discount can be applied to the total invoice (e.g.: €5, €10, €15, etc.). In both modalities, the total discount must necessarily be less than or equal to the total invoice without VAT.

The option to use the Global Discount can be found when creating an invoice, in the Document Details section (see example image below):

2. Discount per item

This type of discount is applied to one or more invoice items. It allows you to associate a discount to a specific item (or to several items), by editing the Discount % of the item field with a corresponding discount percentage (see image-example below):