Discounts

Discounts let you manage reusable invoice discounts. Instead of re-entering the same discount every time, create it once with its amount, category, and description. When you add it to an invoice, Digits automatically fills in the details.

Where to find Discounts

In the left navigation, click Bills & Invoices → Discounts.

How discounts work

Each discount is defined by an amount, set in one of two ways:

A percentage takes a percent off the line it's applied to, such as 10%. Percentages can range from 0.1% to 100%, with up to one decimal place.
A fixed amount takes a set dollar amount off, such as $50.00.

Every discount also has a name, an optional description, and an accounting category. By default, discounts post to a contra-revenue category so they reduce revenue correctly on your books—you can change this if needed.

Note: Discounts don't use groups or variants. Each discount is a single reusable item.

How to add a new discount

In Discounts, click New Discount.

Enter the discount Name. (Required)
Enter an Amount. (Required)
Toggle to choose between a percentage and a flat dollar amount.
Enter a Description. (Optional)
Select a Sales & Discount Category from the dropdown. (Defaults to your contra-revenue category.)
Click Save & Close.

Edit a discount

In Bills & Invoices → Discounts,

Click to open the discount you want to edit.
Switch to Edit mode using the toggle in the header.

Update the discount's details, such as its name, amount, category, or description.
Click Save & Close.

Activate or deactivate discounts

Discounts remain in your list even when they're inactive. Inactive discounts can't be added to new invoices, but you can reactivate them at any time.

Update a single discount

In Bills & Invoices → Discounts

Open the discount you want to update.
Switch to edit mode using the toggle in the header.
Turn the Active toggle on or off.
Click Save & Close.

Update multiple discounts

In Bills & Invoices → Discounts

Switch to Edit mode using the toggle in the header.
Select the checkbox next to each discount you want to update.
In the bulk actions bar, choose Active or Inactive from the Status dropdown.
Click Apply.

Filter discounts

Use the filters above the list to find a specific discount:

Status — view Active, Inactive, or All discounts.
Source — filter by where the discount came from.

Use a discount on an invoice

When creating or editing an invoice,

Click Add Discount.

Browse the list or start typing to search for a discount.
Select the discount from the list or click New Discount. The discount is added to your list and is available for future invoices.
Digits automatically applies the discount amount and accounting category to the invoice.

Frequently Asked Questions

What happens if I deactivate a discount?

Inactive discounts remain in your list and can be reactivated at any time. Use the status filter to view active, inactive, or all discounts.

Can I create a discount while building an invoice?

Yes. Click New Discount in the discount search while editing an invoice. The new discount is saved to your list and can be reused on future invoices.

If I change a discount later, does it update invoices that already used it?

No. When you apply a discount to an invoice, its amount is copied onto that invoice. Editing the discount in the catalog afterward—or changing it on the invoice—only affects future use. Invoices that already used the discount keep the amount they were given.

What does the Top Discounts panel show?

It shows how often each discount has been used across all time. It isn't filtered by date range.

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