Does anyone know if there is a way to stack discounts on an invoice? We offer a $1000 off discount on full system installs and have a 15% off a total for installs that are paid with cash or card. The 15% off discount is taken off after any dollar amounts have already been removed.
When we attempt to add these discounts to our invoices through Service Titan the 15% off is taken from the total BEFORE the $1000 off discount and even if we add the $ off discount first it still applies the % off to the original invoice total. We spoke to support regarding this problem and they were unable to suggest anything beside creating unique discounts in our pricebook, which is not going to happen as we have MULTIPLE invoices where we need to stack the discounts.
Hi @mleahy -- do you have "discounts and fees" enabled in your account in the pricebook? (you'd go to pricebook and it would be on the left side of the screen) I think this could help you accomplish the different discounts you're trying to offer customers. With this feature enabled, you could set a particular dollar discount for the $1000, then set the discount for 15% of subtotal so that way after the $1000 is deducted they could then get the additional 15% discount for the remainder.
Try that out and let me know if it works -- here's a snippet on where to find this config to see if it's enabled in your account.