By setting the option below, a discount will automatically be applied to each invoice created during their birthday month.
- From the Edit menu, select Preferences then the Invoice tab.
- Select Apply Discount During Birthday Month and enter the percentage in the Birthday Discount field that will be applied to everyone.
- Click OK to save and close Preferences.
Individual or Specific Profiles Only
You can also choose to set a different percentage on each profile.
- From the contact profile toolbar, click Utilities, then Settings to open Profile Settings.
- Under the Discounts section, click the Birthdays field and ensure Use Preferences is un-checked.
- Enter a percentage in the Birthday field, then click X to close.
- Click OK to save and close Profile Settings, then Yes to save the contact profile.