Global Discount
Giving discounts to customers on the entire invoice is really easy in webSAM.
Once a job is completed, with all parts and labour added, you can apply a global discount to the entire amount of the invoice.
In order to apply a global discount to the invoice, click on the Global discount button on the bottom section of the page
A box will appear on the screen. If you want to give specific amount (dollar value) of discount to the customer, you can enter it in the "Discount Amount" box. If you prefer to give a percentage discount to a customer, you can enter the percentage amount in the "Discount Percentage" box.
For example, if you want to give a 10% discount on the entire amount of the invoice, you can enter 10% as shown in the box below:
With webSAM, you can even enter the amount that you want to charge customers before or after GST.
For example, if you want to charge $400.00 for the entire invoice after-tax, you will enter it in the Gross box as shown below.
Once you hit the Save button, a discount field will appear on the Job screen.
Once you're happy with the amount, you can then proceed to invoice the job.
If you want to know how to create a new job, click this link: How to create a digital Job card?
If you want to know how to invoice a job, you can check this link: How to invoice customers in webSAM?
? Need more help?
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