Discounts can be configured to reduce or increase a staff members time selling rate for particular projects or clients. This is often used when a deal is negotiated for a client where you have offered them a percentage reduction in your usual rates. The guide below will show you how discounts can be configured. Please note you must have first configured time selling rates for your staff if you have not done this please follow the "Adding A Time Selling Rate" guide.
If you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.
- Click Admin:
- Click Finance > Discounts on the menu:
- Select the Client/Project/Activity to be discounted, the Discount %, and the date range for which the discount applies:
The terms “Project” and “Activity” may vary based on your company’s client structure.
You can set the Discount % to a negative number to apply an uplift, e.g -20%.
If the To Date is not specified, then the Discount will apply indefinitely.
You can also specify discounts on a per job title basis using the Job Title field on the left.
You can set a Discount amount if you are targeting a job title.
- Click Save:
If you see the information message "Discounts have been re-calculated. Please click on Save again to apply the new discounts." Please click Save again.
Please note: The discount amount and selling rate fields are inactive by default. They will only be active if you have a time selling rate that is set to a job title and the time selling rate has a defined start date.
You may also be interested in the following guides
Viewing All Discounts, Discount Setup Report
Adding A Time Selling Rate
Please sign in to leave a comment.