Global discount in Quotes/Invoices.
It would be useful to have a button to apply a discount to all lines in a quote/invoice at once, instead of having to edit them one at a time. Alternately, a global discount line at the end which applies a discount to the whole quote/invoice.
Anthony Williams
shared this idea
Hi Anthony, it's currently possible to set a discount % for Sales transactions within a contacts record. This default will be applied to both invoices and quotes you raise for that Contact - Does this suit your needs here?
I notice you also mention being able to set a discount for the total of the invoice - we have a separate idea that you may like to vote for across here.
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Anthony Williams
commented
Thank you Kelly.
I don't think the solution you have suggested does what I am looking for. I am not wanting to apply certain discounts to specific clients, which is what that function seems to be.
I am wanting, on any invoice/quote (which may have numerous lines/entries) to apply a given discount to all the lines. This might even be used on a "cash" invoice - no specific client selected. Basically, I want to say "for this invoice/quote, and only this invoice/quote, I want to give a discount of x%".
The other suggestion you pointed me towards is a good one, but not the same. They are describing a sliding discount based upon the total value of the invoice/quote.