Home Forums Support Add Discount for as line in a invoice or budget

This topic contains 20 replies, has 3 voices, and was last updated by  Motor 7 months, 1 week ago.

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  • #17345

    Ruyman
    Participant

    In my first post in this forum I would like to thank Hiller Coren and the entire development team for the great work they have done with Invoice Ninja.

    I have looked for how to add independent discounts to each line of products in an invoice. According to the information I have found it is possible but I can not find how to do it. https://github.com/invoiceninja/invoiceninja/issues/119

    How could I add the discount field to each line of an invoice?

    Thank you very much in advance.

    #17346

    Hillel Coren
    Keymaster

    Thanks!

    You need to add the discount field on Settings > Invoice Design > Product Fields.

    #17348

    Ruyman
    Participant

    Surprised and very grateful for the quick response.

    The solution to my problem so obvious and I did not see it, today I am somewhat clueless 😉

    Thank you very much again

    #17349

    Ruyman
    Participant

    Sorry…
    I would have another question, would it be possible to add some other custom column, for example, discounted total?

    Whether in advanced design or custom developing.

    #17351

    Hillel Coren
    Keymaster

    If you add a custom product field on Settings > Invoice Settings it will add a column to the items table.

    #19139

    Motor
    Participant

    Been trying to figure this out for 3.5 hours…. Hope someone can help?

    What I’ve done so far:

    1. Settings > Invoice Settings > Custom Fields > Products > Typed in “Discount” in the first empty box (Saved Changes)
    2. Settings > Invoice Design > Product Fields > Dragged “Discount” (Which is now showing up) down so it appears next to “Line Total” (Column 4 out of the 5 columns) (Saved Changes)
    3. When creating an invoice it shows the Discount column and when I add a discount #, on the PDF it displays the Discount column and shows the number I entered. Problem is that it’s not actually discounting anything.
    4. How do I make it subtract the quantity I type into the discount field, from the line item?
    5. How can I show somewhere before Tax at the bottom, total discounts all added up?

    6. ***Bonus question….***

    What does this mean and how does it work?:
    In: Settings > Invoice Settings > Custom Fields > Products
    It shows the following statement below the second box:
    “Add a field when creating a product or invoice and display the label and value on the PDF. Use Label|Option1,Option2 to show a select box.”

    I just don’t understand… am I supposed to put this code somewhere with my own options?
    Where do I put this “Label|Option1,Option2”?
    Please give an example of the dropdown and how it could be used for a discount?

    7. Most importantly, I’d like to sometimes offer a $ amount discount on a line item… other times a % discount. How can I acheive this?

    Thank You!!! BTW, I love Invoice Ninja so far, happy I paid for it!
    MUCH better than my previous app!!

    #19140

    Hillel Coren
    Keymaster

    I think you should probably remove the custom field, it won’t affect the totals. Step 2 is what you needed.

    You can use the amount/percent dropdown next to the discount field at the top of the page to change how the discount is applied.

    #19141

    Motor
    Participant

    Thanks for the quick response.

    If I remove the custom field from Step 1, I don’t see the line item discount entry in Step 2.

    I see at the top I can choose Amount/Percent, but that applies to the total invoice. I have hardware and software in these invoices, I want to discount only one single line item, not the whole invoice.

    Also, Is there a video or anywhere thats explains in detail what I’m referring to in #7 in my previous post?

    Any ideas?

    Cheers,
    -Mtr

    #19142

    Hillel Coren
    Keymaster

    Not sure, do you want post a screenshot?

    You can leave the invoice discount blank and just set a line item discount, the dropdown affects all discounts on the invoice.

    Sorry, we don’t have a video for it. I’d suggest trying it out to see how it works.

    #19143

    Motor
    Participant

    By “Just set a line item discount” do you mean adding a line with a -$.$$ amount?

    I dont know how to add a line item discount. If theres a way to be able to add it, I cant see anywhere I can enter the amount of discount.

    I have a feeling I missed a really obvious step here somewhere. Sorry!

    What should I send a screenshot of?

    • This reply was modified 7 months, 2 weeks ago by  Motor.
    #19146

    Hillel Coren
    Keymaster

    Adding the discount field on /settings/invoice_design#product_fields should add a new line item field in the edit invoice form.

    #19147

    Hillel Coren
    Keymaster

    Maybe you added your custom field rather than the system discount field?

    #19155

    Motor
    Participant

    View post on imgur.com

    This is all I see. How do I add the discount product?

    • This reply was modified 7 months, 2 weeks ago by  Motor.
    #19158

    Hillel Coren
    Keymaster

    It should be listed in the product fields dropdown.

    #19160

    Motor
    Participant

    View post on imgur.com

    Hmmm.. This is all I see.

    #19161

    Hillel Coren
    Keymaster

    What’s ‘Adj’?

    Did you rename the discount field on the Invoice Labels tab?

    #19162

    Motor
    Participant

    I did rename it to adj.. Looks like when I just deleted the Custom Field, the Product I created, showed up!

    Thank you!!! Its working now 😀 😀 😀

    #19167

    Hillel Coren
    Keymaster

    Great to hear!

    #19317

    Motor
    Participant

    Heya! Is it possible to show the line item Discounts totalled at the bottom, similar to the way it shows the discount when you discount an entire invoice? I cant discount the entire invoice because theres hardware in there too. thanks!

    #19319

    Hillel Coren
    Keymaster

    I don’t believe so

    #19321

    Motor
    Participant

    Okay. I’ll manual total it in the public notes.

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