When to Use Discounts
Choosing to use a Discount, as opposed to an Adjustment, depends on multiple factors.
Add a Discount if...
The charges have not been invoiced yet
You do not need to issue a credit note (negative invoice)
The price reduction should be visible on client documents
Your process allows a sent (but unpaid) invoice to be updated
Click each + to view more information.
When to Use Discounts
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Created on November 6, 2025
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Transcript
When to Use Discounts
Choosing to use a Discount, as opposed to an Adjustment, depends on multiple factors.
Add a Discount if...
The charges have not been invoiced yet
You do not need to issue a credit note (negative invoice)
The price reduction should be visible on client documents
Your process allows a sent (but unpaid) invoice to be updated
Click each + to view more information.