Apply a manual discount at checkout

Manual discounts can be applied to the items purchased in your store.

With manual discounts, you can:

  • Apply a dollar value or percentage discount to an individual item.

  • Apply a dollar value or percentage discount to all applicable items in the shopping cart.

Key tips

  • Staff members require the Edit price at the point of sale staff role permission enabled to apply manual discounts in the store.

  • You can also use discount codes to apply predefined discounts to purchases.

  • Manual discounts work differently depending on what you're discounting:

    • Purchase Options:

    • Packages:

      • Manual discounts apply to the first payment only.

      • To discount future auto-renewals, you need to edit the client type and assign it to the client.

  • How discounts appear in the cart and on receipts:

    • Cart:

      • When you apply a discount directly to an item, it shows in the total under Discount.

    • Sales receipt:

      • % discounts show per item.

      • $ discounts are applied to subsequent items until fully used.

Apply a manual discount to an individual item

To apply a manual discount to an individual item:

  1. Start making a sale.

  2. Click Action Imagenext to the item you want to discount and select Edit Details. In the new field, select a discount type (percentage, or dollar), and enter the amount to be discounted.
    ​

    A screenshot of a product in the cart with a dollar discount applied to it.
  3. Click Proceed to Checkout.

  4. Select each payment method the client wants to use.

  5. Click Complete.

Apply a manual discount to the entire shopping cart

To apply a manual discount to the entire shopping cart:

  1. Start making a sale.

  2. At the bottom of the shopping cart, select a discount type:

    • Click Percent Image to enter a discount percentage.

    • Click Dollar Image to enter a discount value.

  3. Click Approve Image

  4. Click Proceed to Checkout.

  5. Select each payment method the client wants to use

  6. Click Complete.

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