Add a discount or surcharge

  1. Go to the Configuration menu → System Values: Basic → Discounts & Surcharges.

    Discounts.png
  2. Click the Add button on top of the Discounts & Surcharges table. You will be directed to the Add Discount / Surcharge page.

  3. In the Name field, provide a name for the discount or surcharge.

  4. In the Description field, add information about this discount or surcharge.

  5. In the Value field, enter the desired percentage value for a surcharge. For a discount, add a '-' before the value.

  6. From the Type drop-down list, select the entity to which the discount or surcharge should be applied: Task or Job.

  7. Decide whether the discount or surcharge should be Active and thus selectable.

  8. Decide whether the discount or surcharge should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  9. Decide whether the discount or surcharge should be a Default one.

  10. Click the Save button.