Invoice discount options that also work on quotes

There are four: no discount, a flat discount before tax, a flat discount after tax, and a discount on individual lines. You pick the type on each document, and a separate final adjustment is available on top for rounding or extras.

A discount before tax comes off the subtotal first, so taxes are worked out on the smaller amount. A discount after tax comes off once taxes are added. The final total differs, so choose the one that matches what you agreed.

The adjustment is a final amount you add or take off at the bottom of the document. Teams use it to round a total to a clean figure or to add a small extra that does not need its own line, while the lines above still add up.

Yes. Choose per-line discounting and set a discount on only the lines that get one. The other items stay at their full rate, and the client can see exactly which part of the document was reduced. The true rate stays visible on the discounted line.

Yes. Converting an estimate or a proposal pre-fills the new document with the original lines and taxes, so a discount set on a line comes across with it. Check the totals once on the new document before you issue it.

Yes. The same discount options appear on proposals, estimates and invoices, because they share one document builder. That keeps the discount you offer at the quote stage consistent with the bill you send later. Choose whichever method matches the deal you agreed.