bexio offers you the possibility of applying discounts in invoices. We will explain how to do this with a sample invoice:
- Discount on the total amount
- Discount on single positions
- Surcharge
How do I apply a discount?
To apply a discount, click on the button "More items - Discount” in an invoice.
You can now enter a text and then decide whether you want to assign a discount as a percentage or as a fixed amount.
The discount is automatically deducted from the total.
Can I apply a discount to individual items?
If you don’t want a discount to be applied to all the items, you can assign it to individual items by assigning a discount while you are entering the item.
This discount will be shown directly next to the item on the invoice.
Can I also combine discounts?
Yes, you can also combine discounts. You can enter as many discounts on an invoice as you want.
How do I apply a surcharge?
To apply a surcharge, click on the button "More items - Discount” in an invoice.
Enter a description. You have the possibility of charging a fixed amount or a percentage discount. To transform the discount into a surcharge, enter a minus sign before the value.
The surcharge will then be calculated automatically and added to the invoice.
