How Can I Add Additional Discounts & Other Charges in a Quote/Invoice?

Additional discounts or other charges can be set in a quote/invoice template. These type of discounts in a quote/invoice can be done only after adding all of the items to the quote. Additional discount and other charges are optional for every quote you generate with InTimeCRM. Other charges include shipping and handling charges, additional tax and so on.

Note: You can add up to 5 categories of additional discounts/adjustment in a quote.

To add additional discount to a quote:

  1. In the left Navigational Column, click the Sales tab and select Templates.

  2. In the Templates page, click New Template.

  3. Under Items section, check the check box next to the additional discounts and other charges you want to set for the quote/invoice.

    Note: You can set the discount in percentage or in default currency. You can also change the name of the discount or charges from this page.

  4. Click the Save button.

This additional discount and other charges will appear when you will try to add items in a quote/invoice using this template.

Note: The fields marked with * are mandatory.

Creating New Quote

Editing Quotes

Frequently Asked Questions

Quote Template

Tax Settings