Discount Membership

[jordan_y]

Has anyone found a way to discount a membership invoice? We offer a 10% discount to seniors, but don't see a way to apply a discount without manually editing the price in the invoice. This is fine for employees in the office, but not efficient for the technicians on the road.

[jordan_y]

Thanks for the tip. It's what we're doing now, but not time efficient for the techs on the road. Since there's the ability to apply coupons/discounts to standard invoices, ServiceTitan could make this available for Membership invoices. I've already spoken to our rep about making this change.

[TheNavigator25]

When you sell the membership on the invoice you can add a task. Just make the task a negative amount, and title it as a senior discount. you can't. make it a percentage but a specific dollar amount for sure.