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1. Global discount in Quotes/Invoices.

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   1 comment  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   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  ·  11 August, 2026  ·  Edit…  ·  delete…

   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.

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   Anthony Williams shared this idea  ·  29 July, 2026