Discount

We offer discounts on the whole of the invoice, not just on an item.

May we suggest to have the ability to decrease a bill by % or $ on the total?

Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 177 admin

    Hi @Angie_the_EA,

    The best way to offer a discount to the entire invoice would be to either apply a % to each line item or make one line item equal the entirety of the invoice and discount that one line item while labeling all other line items as $0.

    Obviously neither of those are optimal so I will create a feature request for you in order to improve the efficiency of this feature.

    Thank you for bringing this to our attention.

  • Thanks, Rob! We appreciate your work on this.

  • pbtaxpbtax Posts: 7

    Is this going to be completed in the near future? We are trying to switch to Canopy billing but absolutely need to have a discount/deposit feature as we require deposits for setting an appointment and need to be able to deduct it from the final invoice. Please do this before the tax season begins!!!

Sign In or Register to comment.