A Guide to Using Margins & Discounts in ProWorkflow

www.proworkflowblog.comThese slides are available on our blog

A Guide to Using Margins & Discounts

What can you do with Margins & Discounts?

• Add a percentage or fixed margin to an item or items on a quote or invoice.

• Add a single discount line to a quote or invoice.

Margins & Discounts Guide > Overview

When could you use Margins & Discounts?

• For creating quotes and invoices based on a margin agreed with your customer.

• To add a discount to reflect a promotion.• To add a discount to reflect a customer’s

deposit or part-payment.

Margins & Discounts Guide > Overview

Margins & Discounts Guide > Adding % Margins Part 1

1. Create a quote or invoice as normal.2. Select “Add Margin %” in the tools menu then click “SAVE”.

Margins & Discounts Guide > Adding % Margins Part 2

1. Enter the required margins.2. Click “SAVE”.

Make any other changes as needed then click “CREATE QUOTE/INVOICE”.

Margins & Discounts Guide > Adding % Margins Part 3

Margins & Discounts Guide > Adding $ Margins Part 1

1. Create a quote or invoice as normal.2. Select “Add Margin $” in the tools menu then click “SAVE”.

Margins & Discounts Guide > Adding $ Margins Part 2

1. Enter the required margins.2. Click “SAVE”.

Margins & Discounts Guide > Adding $ Margins Part 3

Make any other changes as needed then click “CREATE QUOTE/INVOICE”.

Margins & Discounts Guide > Removing Margins

Whilst editing a quote or invoice simply click “Remove Margins”.

Margins & Discounts Guide > Adding a Discount Part 1

1. Create a quote or invoice as normal.2. Select “Add Discount” in the tools menu.

Margins & Discounts Guide > Adding a Discount Part 2

1. Enter a description and the amount as either a percentage or fixed amount.2. Click “SAVE”.

Margins & Discounts Guide > Adding a Discount Part 3

Make any other changes as needed then click “CREATE QUOTE/INVOICE”.

Margins & Discounts Guide > Removing a Discount

Whilst editing a quote or invoice simply click “Remove”.

www.proworkflowblog.comThese slides are available on our blog

That’s all folks!!