How do I create preset discounts?

This article explains how to create preset discounts to be applied at checkout and for more granular reporting on discounts provided.

How to set up a Preset Discount:

1. Navigate to your Business >General>Business Settings.

 

Click on the edit pencil icon:

 

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2. Click the +Add Preset Discount

 

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3. Be sure to input all applicable information in the fields. 

 

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4. Click "Add Preset" 

How to add a preset discount at checkout: 

1. Once ready to pay, click on Add Discount 

 

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2. Select the preset discount from the drop down menu at the top 

 

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3. Click "Add Discount". You'll now see the preset discount added at checkout. 

 

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As an owner, you can view these discounts in the Invoices Report

 

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