Change the Standard or Birthday Discount Type

When applying a discount to an invoice, the default discount type is set as Standard or Birthday/Anniversary if you have it set in Preferences to automatically apply a discount during their birth month (unless otherwise specified in their contact profile settings). You can create a new default discount type for each or select a type that has been previously created.

To access the discount types, from the Edit menu, select Preferences, then select the Invoice tab.

Standard Discount Type

1. Select from one of the options listed in the Standard drop-down from the Discounts section, or click ... to create a new type.
2. After selecting the desired discount, click   OK   to save and close Preferences.

View Sample Invoice

Birthday Discount Type

1. From the Discounts section, select Apply Discount During Birthday Month to enable and enter the percentage to be applied in the field.
2. Select from one of the options listed in the Birthday drop-down, or click ... to create a new type.
3. After selecting the desired discount, click   OK   to save and close Preferences.

View Sample Invoice

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Additional Information:

• Create Custom Discount Types