Applying a discount at checkout

Discounts can be applied to purchases at the point of sale. You can apply a dollar value or percentage discount to an individual item in a client’s shopping cart, or you can enter a discount code which will apply to all applicable items in the cart. If you apply a discount for an individual item, the value of the discount will not be displayed next to Discount in the totals section of the shopping cart.

There are several types of discounts that can be applied to items in the client’s shopping cart. Most of them can only be applied by staff members with store permissions. However, you can provide promotional discount codes to clients for use in the Client Web App. When configuring discount amounts, you can apply up to a 100% discount.

NoteIf you manually change the dollar amount of an individual item in the shopping cart, the Discount amount in the shopping cart will not reflect the change that you have made. To apply a discount that will be accounted for on the receipt and in your records, be sure to follow the instructions in this article.

NoteIf you apply a percentage discount to a membership, it will apply to all future payments of the membership. If you apply a dollar value discount to a membership, it will apply only to the first payment.

In this article:

    To apply a discount to an individual item:

    1. Complete steps 1-6 in Making a sale.
    2. Click the Options button  next to the item you want to discount and select Edit Details. In the new field, select a discount type (percentage, or dollar), and enter the amount to be discounted.

    3. Click Proceed to Checkout.
    4. Select each payment method the client wants to use (e.g., Virtual Terminal, Card Swiper, Cash). In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required. If you select Gift Cards, then you must enter the required code; the amount on the gift card will be entered automatically.
    5. Click Complete.

    To apply a discount to the entire shopping cart:

    1. Complete steps 1-6 in Making a sale.
    2. At the bottom of the shopping cart, select a discount type (discount code, percentage, or dollar amount), and enter either the discount code, or amount to be discounted.

    3. Click the Confirm button .
    4. Click Proceed to Checkout.
    5. Select each payment method the client wants to use (e.g., Virtual Terminal, Card Swiper, Cash). In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required. If you select Gift Cards, then you must enter the required code; the amount on the gift card will be entered automatically.
    6. Click Complete.
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