How do I add a recurring discount to a customer?

To assign a recurring discount rate to a customer:

Navigate to CRM > Customers.

Locate and open the customer record you want to edit using the sort & filter tools and clicking Apply. You can also do this while adding a new customer.

In either Edit or Add mode, go to the Accounting tab and scroll to Tax & Discount.
Enter the DISC. % value you want to apply.
Toggle Auto Apply Discount Rate to ON.
Click Save.

Click Yes.

Once set, this percentage discount will apply automatically to all orders and invoices created for that customer—no need to re-enter the information each time.

Note: This method is for straightforward discounts that apply to every order. If the customer qualifies for complex pricing rules or business-type-specific pricing, you’ll want to explore custom pricing structures instead. See: How do I create a new Customer Business Type? How do I assign a Business Type to a Customer? How do I update Business Type pricing?

How do I add a recurring discount to a customer?

Here’s how to apply a fixed discount rate to a customer so it automatically applies to all future orders and invoices.