How to apply a discount to an estimate on the Back Office Dashboard?

The Discount feature in the Estimates module allows you to adjust pricing by offering reductions on the total cost of services. This is useful when providing special pricing, promotional offers, or customized quotes for your clients. Applying discounts directly within the estimate ensures accurate calculations and a transparent breakdown of costs.

✅This guide will walk you through the steps to apply a discount to an estimate on the Back Office Dashboard:

From the main menu, navigate to Invoicer and select Estimates. On the next screen, click New Estimate to create an estimate for your client.



Enter or update the required details, then scroll to the bottom-right section and click the “+ Add Discount” option. 
 

Next, enter the discount value (either a fixed amount or a percentage of the total). Once applied, the system will automatically recalculate the total amount. Then, click Save and Continue, or choose to Save as Draft or Preview the estimate as needed.

Important Notes

• Ensure the discount value is accurate to avoid billing discrepancies.
• You can edit or remove the discount at any time before sending the estimate to the client.

If you have any more questions, please feel free to contact our support team anytime.