To apply a discount on a specific service or on an invoice in general, go to your customer's billing account

1st possibility:
You can apply a discount to the entire invoice. To do so, select all the lines of the reservation and click on invoice.

When you go to the Proforma invoice, you have the "Add Discount" button that appears. Click on it.

A window will appear allowing you to choose a discount of a fixed amount or a percentage and click on "Apply".

Here we have entered a discount of 20% which is a $48 discount on the price before taxes of the reservation for the first service.


Proforma invoice
HOTEL SOFTBOOKER
384 Avenue Laurier Ouest
H2V 2K7 Montréal
Email address : marketing@softbooker.com
Phone. : 5148426639 - Fax : 5143038804
Facturation Test
CANADA
Proforma invoice
Montréal, On 10/18/2022
Reference
Date
Description
Qty.
U.P. exc. T.
Discount
Amnt exc.
T.
Amnt inc. T.
1680450
11/17/2022
Traineau à chiens
from 11/17/2022 to 11/17/2022
1
240,00 CAD
48 CAD  (20%)
28,75 CAD
220,75 CAD
1680450
11/17/2022
Location de Cagoule
from 11/17/2022 to 11/17/2022
2
14,00 CAD
5.6 CAD  (20%)
0,00 CAD
22,40 CAD
Tax rates
Tax amount
TPS
5 %
9,60 CAD
TVQ
9,975 %
19,15 CAD
Hors Taxe
0 %
0,00 CAD
Total
28,75 CAD
Discount amount
53,60 CAD
Total without taxes
214,40 CAD
Amnt exc. T.
28,75 CAD
Total with taxes
243,15 CAD
Payment list
10/18/2022
Payment
275,94 CAD
Outstanding balance
-32,79 CAD
Deadline for payment:10/18/2022
TPS : 835 617 671 RT0001  / TVQ : 1209 389246 TQ0001
Page 1/1

The discount amount, "53.60 CAD", also appears in the detail of the reservation amounts and the outstanding balance has been modified.

We just saw how to add a discount to an entire invoice. The tutorial for the 1st possibility to add a discount is over.

2nd possibility: Add a discount on a specific account line (service).
In the billing account, click on the icon with the pencil to edit the line on which you want to apply your discount.

In the Discount field, enter the fixed or percentage amount you wish to apply to this service.
You will see the total amount decrease automatically.

We have indicated here a 10% discount on this service, which is $24.

Click on "Validate" to confirm the changes.

When you bill your reservation, you will see the discount appear on your invoice.

The tutorial for the 2nd possibility, to add a discount on a specific service, is finished.

Proforma invoice
HOTEL SOFTBOOKER
384 Avenue Laurier Ouest
H2V 2K7 Montréal
Email address : marketing@softbooker.com
Phone. : 5148426639 - Fax : 5143038804
Facturation Test
CANADA
Proforma invoice
Montréal, On 10/18/2022
Reference
Date
Description
Qty.
U.P. exc. T.
Discount
Amnt exc.
T.
Amnt inc. T.
1680450
11/17/2022
Traineau à chiens
from 11/17/2022 to 11/17/2022
1
240,00 CAD
24 CAD  (10%)
32,35 CAD
248,35 CAD
1680450
11/17/2022
Location de Cagoule
from 11/17/2022 to 11/17/2022
2
14,00 CAD
0 CAD  (0%)
0,00 CAD
28,00 CAD
Tax rates
Tax amount
TPS
5 %
10,80 CAD
TVQ
9,975 %
21,55 CAD
Hors Taxe
0 %
0,00 CAD
Total
32,35 CAD
Discount amount
24,00 CAD
Total without taxes
244,00 CAD
Amnt exc. T.
32,35 CAD
Total with taxes
276,35 CAD
Payment list
10/18/2022
Payment
275,94 CAD
Outstanding balance
0,41 CAD
Deadline for payment:10/18/2022
TPS : 835 617 671 RT0001  / TVQ : 1209 389246 TQ0001
Page 1/1

Reservit

This guide provides step-by-step instructions on how to apply a discount to an invoice in the Reservit Gifts & Certificates system. It covers two possibilities: applying a discount to the entire invoice or applying a discount to a specific service. By following this guide, users can easily add discounts to their invoices, helping them manage billing and offer promotions to their customers.

Apply a discount to an invoice - Reservit Gifts & Certificates