Discounts and Credits on Estimates

Learn how to apply discounts and credits to your estimates.

On this page:

Add a discount or credit to an estimate

Add a discount or credit to an estimate

You can add a discount or credit to an estimate in commonsku by adding a negative value service line.

To add a negative value service line:

1. From your estimate, click +Add > Other Service
2. Enter a title and description for the charge
3. Enter the quantity (in most cases, this will be "1")
4. Leave the unit cost and margin fields at 0.00
5. Enter the amount of the discount/credit as a negative value in the retail field (i.e., "-10.00")
6. Remove the tax, or change to tax-exempt
7. Click Done

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