Invoices (Basic): Discounts & promotional credits

Reward clients with bonuses and add discounts to manually created invoices or invoice templates.

Discounts vs. Promotional credits

In TaxDome, you can reward clients in two ways:

• Using discounts: Add fixed-rate discounts to invoices or their templates. This works great for cases when you want to discount a particular service or particular client type (e.g. if you check the client tag to select the invoice template to use).
• Using promotional credits: Add credits to your client's account. They can use it anytime to pay invoices of their choice, fully or partially. This works great if you want to reward a particular client, and it doesn't matter which invoice they pay.
  You can also use promotional credits to settle particular invoices, but that works only for 100% discounts since you can use promotional credits only to settle the full amount of the client's invoice.

Promotional credits

Offering promotional credits is a nice perk to offer clients without you having to devalue or discount your product. 

Promotional credits could be created just like regular offline payments, but be sure to select the Do not use payment for revenue calculations option to make sure that they aren’t included in the calculation of your total revenue. They also aren’t synced with QuickBooks and you cannot select the source for them. 

Note that the payment won't be used for revenue calculations only until you settle an invoice using it. After you or your client spend promotional credits to settle a particular invoice, the invoice amount will be included in the total revenue amount.

To see all promotional credits you added (both with and without invoices), go to Billing > Payments and apply the filter: 'Source is not'. Select all checkboxes so that you see only those payments where Source is undefined. 

Clients also get promotional credits when you unlink stuck payments from the invoices, and these payments eventually move to the Paid status. This means your clients don't lose anything they've paid–they'll be able to use these credits to pay invoices, or you can use them to pay on their behalf.

Discounts

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Another way to encourage customer loyalty is to offer discounts. Think: a special seasonal or holiday offer or early bird deal, for instance. You can save them as a service that you quickly select and add to an invoice.

To add a discount to the invoice:

1. Click the New button at the top left of your screen, and select Invoice from the slide-out.

2. Add as many line items to your invoice as needed, then click the Discount link.

3. Enter what kind of discount you are giving. Check the Rate and quantity (Qty) fields and edit them if needed. If you have commonly used discounts add them as services so that you can always quickly select them.

4. Click Create to send the invoice to the customer.