How to add a discount to a quote and an invoice?

Applying a discount to a quote in the Car and Van Hire Software is a quick and simple process. Follow the steps below to apply either a fixed discount or a percentage-based discount to any quote.

Step 1: Open the quote that you would like to apply a discount to. You can do this by navigating to the Bookings section in the software and selecting the specific quote you wish to edit.

click-bookings-select-desired-quote

Step 2: Scroll down to the bottom left-hand side of the quote screen. There, you’ll find the Discount tab.

scroll-down-to-find-discount-tab-coastr

Step 3: You will now have the option to apply a discount in one of two ways:

options-fixed-amount-or-percentage

Enter a fixed amount (e.g., £25)
Enter a percentage (e.g., 10%)

Choose the one that best suits your needs.

Step 4: After selecting the desired discount type and entering the value, click the Save button to confirm your changes.

enter-amount-and-click-save-to-apply

Step 5: The discount will now be automatically applied to the total amount of the quote. It will also be clearly displayed on the quote summary.

once-saved-discount-is-applied-coastr

That’s it! You've now successfully added a discount to the quote.

If you've any questions or issues, please email support@coastr.com. We're happy to help!

If you found this article useful then please vote below, it helps us massively. Thank you!