Managing Quotes and Invoices
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      Adding a Discount - 2 Different Methods

      It's easy to set a discount on an individual line-item or quote. Just follow either of the methods described below, depending on your business needs.

      Method 1

      Add the discount to the desired line-item in your CRM. Then once the quote is created via Paycove, that discount will be reflected. Here’s how it will look on the quote:

      Output

      discount 1
      Note: Be sure that you have set Disc to be displayed in the Products table.

      discount 2

      Method 2

      You can also set a discount in Paycove on an individual deal. Just use the Manage fees/discounts button in the Summary section.

      discount 3

      You can use a negative number, either in a set monetary value or percentage, to set a discount. Click Save changes when you’re done.

      Input

      discount 4

      Output

      discount 5

      Note: In this example, notice that the first discount is still being applied. This is simply for the sake of the example, and it is unlikely that you would do this.