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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?

5
5 votes

Idea Submitted to Product Team · Last Updated

Comments

  • 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: 10 ✭✭

    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!!!

  • JohnThrivesJohnThrives Posts: 135 ✭✭✭✭

    Interesting idea. Additionally, also have Canopy verify if the client is a veteran of the U.S. military and offer automatically xx% off the bill.

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