Adjustments & discounts
Add fees, surcharges, late fees, courtesy discounts, or write-offs to an invoice.
Beyond the service lines, an invoice can carry adjustments — extra lines that aren't services — and discounts that lower the total.
Prerequisites: an invoice (a draft is easiest to edit).
Adjustment types
- Fee — a general added charge.
- Surcharge — an extra on top (for example, a card-processing surcharge).
- Late fee — added when an invoice goes unpaid past its due date.
- Courtesy discount — a goodwill reduction.
- Write-off — an amount you're forgiving and won't collect.
- Other — anything that doesn't fit the above.
Add an adjustment
- Open the invoice.
- Find the adjustments section.
- Choose the type, enter the amount and a short description.
- Save. The invoice total updates.
Discounts
Discounts can apply in two places:
- Per line — reduce a single service by a flat amount or a percentage.
- Per invoice — an overall discount on the whole bill.
Recurring discounts (like a senior or multi-horse rate) are better set up once as a discount profile on the client, so they apply automatically.
You'll know it worked when…
The adjustment or discount shows as its own line and the invoice total reflects it.
Important: A write-off records that you're not collecting an amount — it's the clean way to close out a bill you've forgiven, and it keeps your books accurate.