Credit or Discount
M
Misha Tarvin
Allow service line items to accept negative values to represent credits or discounts. For example, if offering a 5% discount on a project or service, the user should be able to enter a line item such as “Discount –5%” or “–$X” to reduce the total.
Current Limitation:
The CRM currently restricts service line items to positive numbers only, preventing users from applying discounts or credits directly within the estimate or invoice structure.
Proposed Improvement:
Enable negative numeric entries for service line items to streamline discount application and improve flexibility in pricing adjustments.
D
David Ferguson
Been fighting for this forever. Went back and forth with them as it unrealistic to not have negative numbers for that exact reason!