How to Add Fees and Discounts to a Bill

Overview

In this article, we will show you how to Add or Remove both Fees and Discounts on a bill. Prior to following this article, we highly recommend reading our Billing Items - Adding and Editing from the Office App article to better understand the different types of Bill Items you may encounter. 

Accessing Edit Bill

Steps to Follow

1. After creating your project head to the Bill and click on Edit. This will show a drop-down where you will select Edit Billing Items 

2. This will open up the Bill and allow you to edit by clicking on the search box

Updating a Bill

Steps to Add a Custom Item

1. Start by searching the name of the Custom Bill Item you wish to add

2. Select the appropriate Custom Item 

 3. Once chosen make sure to fill out Quantity and Price and then click Confirm. 

Steps to Add a Library Item

1. Start by searching the name of the Library Bill Item you wish to add

2. Select the appropriate Library Bill Item 

 3. Once done update the Quantity and Price associdgly and click Confirm

Note: If you're unable to update the Quantity and Price due to the fields being greyed out/locked, please reading our Billing Items - Adding and Editing from the Office App article for additional information

Steps to Add a Discount

1. Type Discount into the search bar and this will display a few options 

2. if you have a Discount bill item already created in your Billing Library it will show at the top. If there isn't a Discount bill item already created please use a custom discount by choosing any of the listed options below

3. Make sure to fill out the Price as a negative and add a Quantity before clicking Confirm

4. After clicking confirm, this will show up on the bill in Green letting you know the customer has a credit in favor. 

Note: If you're interested in changing the pricing or default information that appears in your Edit Bill Item dropdown, please reference our Adding & Updating Fees and Discounts in Settings article

Steps to Add a Discount

Steps to Add a Discount