There are two ways to discount a specific transaction overall. You can apply a discount through the discount field or through the Coupon Code field of the Pricing Total section of the transaction creation (or edit) page.
Keep in mind, that any products that have been marked Not Discountable will not be included in the Discountable Subtotal. When a product is added to a transaction, whether it is discountable will show in the Order Details section.
Discount Using the General Discount Field
Using the general discount field is a great option for a one time discount being offered. You'll have the option to discount a transaction by using a Discount Percentage or a Discount Value. A percentage will reduce the total by the percentage you enter, so if I'd like to discount an order with a discountable subtotal of $100 to a new price of $60, I would enter 40 as the Discount Percentage. The value option will reduce the order cost by the value entered in the field, so with the order with a discountable subtotal of $100 I can discount by a value of $40 to reduce the cost to $60.
Note: You have the option to apply the discount before or after tax. This option can be selected directly above the discount options under the Pricing Total of the transaction creation (or edit) page.
To create the discount, first you'll choose whether you'll use the percentage or value by clicking into the field and selecting from the drop down menu. Then you'll click into the field noted with either a percentage symbol or dollar symbol depending on the option you've chosen and enter the amount by either using the up and down arrows or by typing the amount.
When using the percentage option, you'll notice the discount amount will be shown directly below the percentage.
To remove a discount entered using the above discount option, you'll click into the field where you have entered the amount and simply erase the amount and click out of the field. This will delete the discount from the transaction.
Discounting Using a Coupon Code
Note: In order to use a coupon code, you'll first need to create the coupon code (check out those instructions here).
You can also discount the order using a Coupon Code. Coupon codes are a great way to set up a discount you will be offering to multiple clients. The Coupon Code option can be found below the previous discount option in the Pricing Total section of the transaction create (or edit) page.
To select a coupon code to apply to the order, you'll click into the Coupon Code option and a drop down will open showing the coupon codes which can be applied to this transaction.
Once you select the coupon code, the discount amount will be shown in the field next to the option. You'll notice this amount is not editable from transaction create (or edit) screen because the amount is preset by the coupon code.
To remove a coupon code from an order, you can click on the coupon code field again and erase the coupon code.
Note: If your code is not appearing as an option, you may need to save your order and then edit so that the options are refreshed or the transaction may not meet the parameters set in the coupon code. Again, in order to use a coupon code, it must first be created. You can find our article on creating a coupon code here.