You've priced the job at £2,124 and agreed £1,900 with the customer. You could just change the price. But a separate discount line shows them the full price and what you've taken off it, and that tends to go down better than a lower number with no explanation.
A discount in Mucka is an ordinary line with a minus price.
Adding one
Under the lines on a quote or an invoice, tap Add a discount.
- £ off: type the amount, say 224, and you get a line called Discount at -£224.00.
- % off: type the percentage, say 10, and Mucka works it out from the lines on the document and calls the line Discount (10%).
It's a normal line after that, so you can reword it ("Discount, agreed upon", "Goodwill discount") or delete it. You can also type a minus price straight into any line's price box.
On a quote that gives the customer choices, the discount comes off whichever options they pick, like any other fixed line.
You can also ask Mucka in the chat or on a call: "take £150 off the boiler quote" or "put a 10% discount on it".
Things to know
- A percentage is worked out once. If you change the prices afterwards, the discount line stays at the figure it came to. Delete it and add it again to recalculate.
- It comes off before VAT. The VAT is worked out on the price after the discount, which is how HMRC expects it.
- It can't take the total below £0. If a discount is bigger than everything else on the document, Mucka names the line and won't save until you change it.
- It goes across to your accounts as a line. When the quote becomes an invoice, the discount line comes with it. Xero, QuickBooks and Sage take it as an ordinary minus line.
- It isn't a deposit. Money the customer has already paid you belongs on the quote's payment schedule, which takes it off the final invoice for you.