add an option to put discount in item level to automatically transfer to invoice when item is added.
Have a box where you edit an item to put a discount % that will automatically be brought in when doing an invoice. As of now I have to keep another tab open and go find that item and open its details to see what the discount % is for that item. Very time consuming.
Hi Jake,
We believe setting up Pricelists might be the right solution for your requirement.
You could either create pricelists that can markup or markdown the prices of all the items on the invoice (or) you can selectively enter custom rates for the different items.
You can take a look at this help page to know the exact steps:
https://www.zoho.com/books/help/items/price-list.html#apply-price-list
Kindly give this a spin and send your feedback to support[at]zohobooks[dot]com
Regards,
Reshma.