Overview

You can now add a discount directly to your invoices and estimates in Bluevine. This article explains how to create, apply, and edit a discount.

Before You Begin

• Make sure your invoice or estimate has at least one line item.

• You’ll need to decide whether the discount will be a percentage (%) or a dollar amount ($).

• Note: A minimum invoice total of $1.00 is required to process payments. If a discount drops the invoice below this amount, you’ll see an error message.

Add a Discount

1. Decide if a discount needs to be added to an Invoice or an Estimate.

   • To add to an invoice go to Sales > Invoices.

     1. Start a new invoice or open a draft.

   • To add to an Estimate go to Sales > Estimates. 

     • Start a new estimate or open a draft.

2. Scroll to the Subtotal and Tax section.

3. Select Add discount.
    

4. Choose one charge type and amount: flat dollar amount ($) or a percentage (%) of the total.

5. Enter the amount:

   • Flat fee ($).Percentage (%) (of the total).

   • Add a memo (optional): up to 40 characters.

6. Click Apply to save the discount.

Edit or Delete a Discount

1. Open draft invoice or estimate.

2. Scroll to the Subtotal and Tax section.

3. Hover over the discount section. A pencil icon will appear.

4. Click the discount or pencil icon to open the Edit Discount pop up.

5. Make your changes, or click Delete to remove the discount.

6. Click Apply to confirm.

Need Help?

If you have trouble adding or editing discounts visit the Help Center for additional resources, or contact Bluevine Customer Support for direct assistance.