How invoice discounts and totals work

The invoice summary shows the live total before saving. It helps you check the invoice value before you send it to a customer.

Invoice summary fields

• Subtotal is the total before discount.
• Discount type controls how the discount is calculated.
• Discount value is the amount or percentage you enter.
• Discount applied shows how much has been removed from the subtotal.
• Total is the final amount the customer should pay.

When to use a discount

• Use a discount for loyal customers.
• Use a discount for damaged packaging or negotiated prices.
• Use a discount for bulk orders.
• Use a discount when correcting an agreed invoice price without changing every line item.

Example

• A customer buys items worth KSh 12,500. You apply a KSh 500 discount. The total becomes KSh 12,000.

Common mistakes

• Entering a discount when you meant to change the unit price.
• Forgetting that the discount reduces the invoice total.
• Using a discount without explaining it in the notes when the customer may ask later.