December 8, 2018 at 8:57 pm #17345
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.December 8, 2018 at 8:58 pm #17346
You need to add the discount field on Settings > Invoice Design > Product Fields.December 8, 2018 at 9:21 pm #17348
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 againDecember 8, 2018 at 9:35 pm #17349
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.December 8, 2018 at 9:44 pm #17351
If you add a custom product field on Settings > Invoice Settings it will add a column to the items table.February 7, 2019 at 11:33 am #19139
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!!February 7, 2019 at 11:37 am #19140
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.February 7, 2019 at 11:57 am #19141
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?
-MtrFebruary 7, 2019 at 12:00 pm #19142
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.February 7, 2019 at 12:05 pm #19143
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?
February 7, 2019 at 12:14 pm #19146
- This reply was modified 1 month, 1 week ago by Motor.
Adding the discount field on /settings/invoice_design#product_fields should add a new line item field in the edit invoice form.February 7, 2019 at 12:14 pm #19147
Maybe you added your custom field rather than the system discount field?February 7, 2019 at 12:19 pm #19155February 7, 2019 at 12:22 pm #19158
It should be listed in the product fields dropdown.February 7, 2019 at 12:24 pm #19160February 7, 2019 at 12:25 pm #19161
Did you rename the discount field on the Invoice Labels tab?February 7, 2019 at 12:45 pm #19162
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 😀 😀 😀February 7, 2019 at 1:30 pm #19167
Great to hear!February 12, 2019 at 12:44 pm #19317
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!February 12, 2019 at 12:57 pm #19319
I don’t believe soFebruary 12, 2019 at 1:59 pm #19321
Okay. I’ll manual total it in the public notes.
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