How to apply a discount to a draft invoice?

You can apply a discount on a draft invoice by following the detailed steps outlined below.

Please note: Discounts can only be added to invoices that are in draft status. If the invoice is already in any other status, such as Unpaid, Partially Paid, or Paid, then a discount cannot be applied. 

Step 1: Select a draft invoice. You can do this either from the Booking Management page or directly through the Billing section of the platform.

Step 2: Scroll down within the invoice page until you find the Discount tab.

Step 3: In this section, you can input either a percentage value of the rental amount or enter a fixed discount   amount as a discount. Choose whichever option fits your pricing needs.

Step 4: After entering the discount details, click ‘Save’ to confirm your changes.

Step 5: The discount is now be successfully applied to the draft invoice. Once the invoice is confirmed and sent to the customer, the discount will be automatically reflected in the final total amount. 

If you have questions or face any issues, please email support@coastr.com
—our team is happy to help. 

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