Discounts & credit notes

Table of Contents

Discounts vs. credit notes
Discounts
- Add a discount to an invoice
Credit notes

Reward clients with bonuses and add discounts to manually created invoices or even invoice templates. Here’s a look at all the options you can use.

Discounts vs. credit notes

In TaxDome, you can reward clients in two ways:

Using discounts: Add fixed-rate discounts to invoices or their templates. This works great when you want to discount a particular service or client.
Using credit notes: Add credit notes to your client’s account. The amount becomes available as credit that can be used to pay invoices by you or your clients.

Discounts

You can offer discounts to reduce service costs for specific invoices (for example, a seasonal promotion or early bird deal). Save commonly used discounts as services so you can quickly select and add them to any invoice.

Add a discount to an invoice

To add a discount to an invoice:

Create a new invoice or edit an existing template .
Add as many line items to your invoice as needed, then click the Discount link.
Enter what kind of discount you are giving. Check the Rate and quantity (Qty) fields and edit them if needed.
Click Create to send the invoice to the customer.

Credit notes

Credit notes are added as offline payments to a client’s account and turn into a digital balance— credit that clients can use to pay invoices. You can use them to correct overpayments, and maintain accurate financial records.

Credit notes are not included in revenue calculations when you add them. Once you or your client use the credit from a credit note to settle an invoice, that invoice amount is then included in your total revenue.