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InfoFlo CRM Knowledge Base

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Adding Discounts

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1) Click on ‘ Settings ‘ in the top-right corner of your screen
2) Click on ‘ Preferences ‘

Setting up invoice 1

 

3) Click on ‘ Invoice ‘ tab

Setting up invoice 2

 

4) Click on ‘ Discounts ‘ tab

Setting up invoice 11

 

5) Click on ‘ New ‘

Setting up invoice 12

 

6) Enter ‘ Discount Name ‘. Select the type. Enter the value.

Setting up invoice 13

7) Check the box under ‘ Default? ‘ in the row of the option, you would like
to select as default

 

8) Click on ‘ Apply ‘, to save

Setting up invoice 4