You can easily add discounts to your invoices in Melio to reflect promotions, special pricing, or custom agreements. This article contains the following sections:
- Adding a discount when creating an invoice
- Adding a discount in the account Settings
- How taxes and surcharges are calculated
Adding a discount when creating an invoice
1 - Sign in to your Melio account.
2 - Select Get Paid on the left sidebar.
3 - Select +Create invoice at the top right in the Get Paid dashboard.
4 - On the Create invoice screen, find the Invoice items section. Then, select +Add discount.
5 - An Add discount pop-up window will appear. Here, you can enter the discount details:
- Discount name: Type the discount name and select +Add new discount.
If you have already used the discounts, there is no need to add the same discount again. You can type its name in the search bar and select it from the drop-down list.
-
Discount type:
- Percentage
- Fixed amount
- Value: percentage or amount in $.
6 - After submitting all the details, select the Save button at the bottom right to complete the process.
That’s it. You successfully added a discount to the invoice, and it will apply to the invoice's amount.
How do I edit or remove the discount from the invoice?
1 - Hover over the discount name to see the icons.
2 - Select a pencil icon to edit a discount. You can also select this icon
to delete it from the invoice.
Adding a discount in the account Settings
1 - Sign in to your Melio account.
2 - Select Settings on the left sidebar.
3 - In the Get Paid section, select Invoice items.
4 - In the Invoice items, select the Discount tab.
5 - Select the Add discount button.
6 - An Add discount pop-up window will appear. Here, you can enter the discount details:
- Discount name.
-
Discount type:
- Percentage
- Fixed amount
- Value: percentage or amount in $.
7 - After submitting all the details, select the Save button at the bottom right to complete the process.
That’s it. You successfully added a discount, which can be added to your future invoices.
How taxes and surcharges are calculated
- Tax is applied to the subtotal of taxable items, after discounts have been applied.
- Discounts are prorated between taxable and non-taxable items.
- Surcharge is applied to the entire item’s subtotal, after discounts and including tax.
See the example below: