You agreed a rate on the phone, or you took something off because you were back on site a second day. Put the discount on the invoice or the quote, as a percentage or a fixed amount in pounds, and Sendinvo takes it off before the VAT and shows it on its own line, so the client sees exactly what came off.
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Put the labour and the materials on their own lines, priced as you normally would, with the VAT rate set on each.
Choose a percentage, say 10%, or a fixed amount in pounds off the whole invoice or quote.
Sendinvo takes the discount off the net total, so the VAT is charged on the discounted figure and not the full price.
The discount sits on its own line between the subtotal and the VAT, so the client can check what came off without ringing you about it.
Money comes off a job for ordinary reasons: a rate you hold for a landlord who gives you work every month, something back because the first fix took an extra day, or rounding a bathroom down to a tidy figure. Sendinvo keeps it to one discount per invoice or quote, so nobody has to work backwards from a line price to see what you took off.
Enter a percentage and Sendinvo works out the figure, so 10% of a £3,850.00 job is £385.00 without you checking it on your phone in the van. Or type a fixed amount, £150.00 off a bathroom fit, and it comes straight off. Either way it is one discount on the whole invoice or quote, not a separate one per line.
The discount comes off the net total first, so the VAT is charged on the discounted figure rather than the full price. If your labour and materials lines carry different rates, each line’s VAT is worked out against its share of the reduced figure.
Tick the CIS deduction on a sterling invoice that carries a discount and the discount comes off the subtotal before the deduction is worked out. Each labour line takes its share of the discount, so the deduction is never taken on money you have already knocked off.
Behind the scenes the discount is shared across your lines in proportion to what each one is worth, and rounded so the totals still add up exactly, down to the last penny. You put one figure in, the client sees one discount line, and nothing is a penny out when the client’s office checks the invoice against the order.
The same discount works on a quote as on an invoice, so the price you offered when you priced the job carries onto the invoice when the client accepts and you convert the quote. Start a job from the quote instead and Raise invoice brings the discount across on the first invoice in the same way. It always appears as its own line in the totals, never buried in a day rate. A recurring invoice carries no discount, so price its lines at the rate you’ve agreed.
Both. Add one discount to the whole invoice or quote, either as a percentage such as 10% or as a fixed amount in pounds. Sendinvo works out the figure and shows it on its own line in the totals, so the client can see what came off.
Before VAT. The discount comes off the net total first, so VAT is charged on the discounted figure, not the full price. If your labour and materials lines carry different VAT rates, each line’s VAT is worked out against its share of the reduced figure.
You add one discount per invoice or quote, and it applies to the whole job. Sendinvo splits it across your labour and materials lines to the penny, so the totals still add up when the client checks them.
Yes. Discounts work the same way on both, so the price you offered when you quoted the job carries onto the invoice when the client accepts and you convert the quote.
On its own line in the totals, between the subtotal and the VAT, so the client can see exactly how much came off before tax rather than hunting for it in a line price.
Set a percentage or an amount in pounds on your next invoice or quote, and Sendinvo takes it off before the VAT, splits it across your lines, and shows it where the client can see it.