Create a discount in Horizon to offer special deals and pricing.
In this tutorial, we’ll walk you through the simple steps to set up specific amount discounts in Horizon. This feature allows you to easily apply specific amount discounts to your products or services. By the end of this tutorial, you'll be able to create and manage your discounts with confidence. Let's get started!
Step 1: Select “Profile”.
Step 2: From your Profile, navigate to Inspection Fees and Taxes under 2. Administration and click "Settings".
Step 3: Click “Add New Line Item”.
Step 4: Provide a name for your discount in the Description field and enter the discount amount in the Cost field by using a negative symbol (-) before the amount.
Step 5: Click “Save and Back” to establish the discount.
Step 6: Your discount will be shown in the Existing Invoice Line Items section with brackets around the cost to indicate it is a discount, as shown in this example:
Troubleshooting & FAQs
❓ Is there another way to see the amount discount applied to the invoice?
→ Yes! Alternatively, you can also go to Inspection Type and Fee within a work order and any discounts on the invoice will display with a negative symbol (-) ahead of the discounted amount
❓ Can I create a percentage discount instead of an exact amount?
→ Yes! See "How to Create a Percentage Discount."
❓ Can I edit or delete a discount?
→ Yes! See "How to Edit or Delete a Discount."