Managing your discount catalog in Get Paid makes it easy to apply consistent discounts across all your invoices. You can add new discounts, edit existing ones, or remove discounts you no longer use. This guide covers:
- Adding discounts to your item catalog.
- Editing discounts in your item catalog.
- Deleting discounts from your item catalog.
Adding discounts to your item catalog
Setting up discounts in your catalog means you can quickly apply them to any invoice without re-entering the details each time.
1- In the left sidebar menu, select the Settings icon.
2- Under Get Paid, select Invoice Items.
3- In the Invoice items section, select the Discounts tab.
4- Select the Add discount button.
5- In the popup window, enter the discount details:
- Discount name: Enter a descriptive name for the discount.
- Discount type: Choose between Percentage or Fixed amount.
- Value: Enter the percentage or dollar amount.
6- When done, select Add.
That's it! Your new discount will now appear in the list and can be used when creating new invoices.
Editing discounts in your item catalog
Need to update a discount? You can easily modify the name, type, or value of any existing discount.
1- In the left sidebar menu, select the Settings icon.
2- Under Get Paid, select Invoice Items.
3- In the Invoice items section, select the Discounts tab.
4- Locate the discount you want to edit in the list.
5- Select the 3 dots next to the listed discount.
6- From the action menu, select Edit.
7- In the popup window you can edit the discount name, type, and value.
8- Select Save when done.
That's it! Your discount is updated and the changes will apply to all future invoices where you use this discount.
Deleting discounts from your item catalog
If you no longer need a discount, you can remove it from your catalog.
1- In the left sidebar menu, select the Settings icon.
2- Under Get Paid, select Invoice Items.
3- In the Invoice items section, select the Discounts tab.
4- Locate the discount you want to delete in the list.
5- Select the 3 dots next to the listed discount.
6- From the action menu, select Delete.
7- In the popup window, select Delete to confirm deletion, or select Cancel to keep the discount.
That's it! Your discount has been removed from your catalog and will no longer appear as an option when creating invoices.