Customer Forum

Applying discounts to a quotation

Workbooks Support Posted: 2011-02-11 12:19

How do I apply a discount to an entire quotation? I don't want to apply the discount separately to each line item as those items already have their own individual discounts, I want to apply an additional discount to the entire quotation.

Workbooks Support Posted: Fri, 11.02.2011 - 14:49

You can apply a discount to the entire Quotation by adding a Line Item called Discount and entering a negative value for the amount, as shown below (click to enlarge).  This approach can be used on any Transaction Document.

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