Discount

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit

What this page is for:
 Financing offer and line discounts for this job. Changes contract/savings used by Payment. Bundle Discounts is the same idea for the whole estimate.

Where: Job → Sales → Discount
 Card: Financing & Discounts

Steps:

  1. Financing Option — No Financing Selected or an offer from Financial Offers.

  2. Table Discount — toggle lines (Same Day, promotion, manager, etc.). Apply/save on the card.

  3. Offers are maintained under Financial Offers. Company discount rules are Discounts Management (Sales & Marketing).

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