How to Add a Discount to an Invoice in Zibster
Overview
The QUOTES & INVOICES tool in Zibster allows you to create itemized invoices, collect payments, and adjust the amount your customer owes. You can add a discount to an invoice by creating a custom line item and entering the discount as a negative dollar amount.
The name you give the discount is only a text label. The actual discount is determined by the negative amount you enter. This guide walks you through adding a discount to a Zibster invoice, making sure sales tax is calculated correctly, and arranging the discount where you want it to appear.
STEP ONE
Log in to your Zibster account and click QUOTES & INVOICES in the left-side menu.
This opens the Quotes & Invoices dashboard for your account.
STEP TWO
Click INVOICES at the top center of your Quotes & Invoices dashboard.
STEP THREE
Create a new invoice or click the INVOICE NUMBER for the existing invoice where you want to add a discount.
STEP FOUR
Click EDIT to make changes to the invoice.
STEP FIVE
Click NEW ITEM to add a new line item to your invoice.
Select CUSTOM ITEM from the available options.
STEP SIX
Enter a name for the discount in the ITEM NAME field, such as Discount, Courtesy Discount, or 10% Loyalty Discount.
The item name is only a text label and does not calculate the discount amount. You can also enter a description if you want to provide additional information about the discount.
Enter 1 for the quantity.
In the AMOUNT field, enter the discount as a negative dollar amount. For example, enter -25.00 to subtract $25.00 from the invoice.
Set TAXABLE to YES for the discount line item. This allows the discount to reduce the taxable amount on the invoice so sales tax is calculated correctly after the discount is applied.
Click ADD ITEM when you are finished.
FINAL STEP
After you add the discount, it will appear as a separate negative line item in the right-side panel. Invoice items are displayed in the same order they will appear on the finished invoice.
If you want to change the order, click and drag an item up or down in the right-side panel. For example, you can place the discount directly below the product or service it applies to.
Review the invoice and confirm that the discount has reduced the amount due correctly. Before sending the invoice to your customer, check the line items, sales tax, discount, and remaining balance to make sure everything is correct.
What Your Client Will See
When your customer views the invoice online, the discount appears as its own line item along with the other products and services on the invoice. The negative amount clearly shows how much has been deducted from the invoice total.
Invoice items appear to your customer in the same order you arrange them in the invoice editor.
Helpful Notes
- The ITEM NAME is only a text label. A name such as 10% Loyalty Discount does not automatically calculate 10% of the invoice.
- The discount amount is controlled by the negative dollar amount entered in the AMOUNT field.
- If you want to give a percentage-based discount, calculate the dollar value first. For example, a 10% discount on $500 is $50, so you would enter -50.00.
- Keep the quantity set to 1 so the amount you enter equals the total discount.
- Use a clear item name such as Discount, Promotional Discount, Courtesy Discount, or Loyalty Discount so your customer understands the adjustment.
- Set TAXABLE to YES so the discount reduces the taxable amount before sales tax is calculated.
- You can drag invoice items up or down in the right-side panel to control the order in which they appear on the invoice.
- Always review the invoice total and sales tax before sending the invoice to your customer.
Need Help?
Zibster Support Hours: Monday–Friday, 9am–6pm EST
Phone: 844.353.3412
Channels: Phone, Live Chat, Support Ticket
