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 to save and close Preferences.
You can also choose to set a different percentage on each profile.
- From the the contact profile toolbar click to open the Profile Settings form.
- In the Birthday field under the Discounts section, click .
- Ensure Use Preferences is un-checked and enter a percentage in the Birthday field.
- Click to save and close Profile Settings, then Yes to save and close the contact profile.