Estimate Discount

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  • Question
  • Updated 7 months ago

have been using reckon one for a while now. One thing I have noticed is that there seems to be no way to add discounts to an estimate? I understand that I could just change the item price however I'd just like to apply a dollar amount or percentage discount to the whole estimate.

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Sam Ryan

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Posted 7 months ago

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Kevin Russell, Accredited Partner

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I cant understand why you would apply a discount to an estimate.
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Sam Ryan

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We do many jobs for not-for-profit organisations and as such we often have a foxed budget. Would prefer to be able to leave book prices for all items in the system and then just discount the whole estimate to the price required.
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Julie McIntyre

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Set up an Item and call it Discount.
The amount will be deducted from your income. Plus you will be able to keep an account of how much you are discounting over the year/time period.
Once you have set up the item, you will be able to select and apply this to the entire estimate, once the agreed price has been secured.
It will also show as an adjustment on the estimate - if you require it to.
Hope this helps.