Discounts in Squeegee
In this tutorial you will see how to create and apply a discount to a job in Squeegee.
Alice
8 steps
2 minutes
Sqgee
1
Click into Discounts > Add Discount.
2
You will then need to enter a name, amount and decide if it will be a percentage or fixed value. Once you are finished click 'Save'.
3
# You can also choose to archive any discounts if you don't need to see them in the active field.
4
You can then apply the discount to a job by clicking into the job > scrolling to discounts > selecting from your active discounts > click 'Done'.
5
Then when you mark the job as done it will apply the discount.
6
You can view this by clicking through to the customer > finance tab > selecting the relevant invoice > you will see an overview but if you wanted to see how the customer sees the invoice click the pink three dots > preview.
7
If you have VAT set up, it will adjust how the discount is presented (the below shows price include tax ***enabled***).
8
This is with price includes tax ***disabled***.
Discounts in Squeegee
In this tutorial you will see how to create and apply a discount to a job in Squeegee.
Alice
8 steps
2 minutes
Sqgee
1
Click into Discounts > Add Discount.
2
You will then need to enter a name, amount and decide if it will be a percentage or fixed value. Once you are finished click 'Save'.
3
# You can also choose to archive any discounts if you don't need to see them in the active field.
4
You can then apply the discount to a job by clicking into the job > scrolling to discounts > selecting from your active discounts > click 'Done'.
5
Then when you mark the job as done it will apply the discount.
6
You can view this by clicking through to the customer > finance tab > selecting the relevant invoice > you will see an overview but if you wanted to see how the customer sees the invoice click the pink three dots > preview.
7
If you have VAT set up, it will adjust how the discount is presented (the below shows price include tax ***enabled***).
8
This is with price includes tax ***disabled***.
