Automatically Apply a Birthday Discount

By setting the option below, a discount will automatically be applied to each invoice created during their birthday month.

1. From the Edit menu, select Preferences then the Invoice tab.
2. Select Apply Discount During Birthday Month and enter the percentage in the Birthday Discount field that will be applied to everyone.
3. Click  to save and close Preferences.

You can also choose to set a different percentage on each profile.

1. From the the contact profile toolbar click  to open the Profile Settings form.
2. In the Birthday field under the Discounts section, click . 
3. Ensure Use Preferences is un-checked and enter a percentage in the Birthday field.
4. Click  to save and close Profile Settings, then   Yes   to save and close the contact profile.