Adding Discounts to Quotes and Invoices
Overview
This guide outlines how to add discounts to your quotes and invoices within the LASSO platform. Whether you need to apply a percentage discount or a fixed dollar amount, LASSO provides multiple methods to ensure your discounts are accurately reflected.
Individual line-item discounts must be added from the Gear order. This article covers additional ways that discounts can be added directly to quotes and invoices.
Adding Discounts to Individual Line Items
Navigate to the Gear Order
Individual line item discounts must be added from the Gear Order.
Changing the cost of an asset on a gear order does not impact any other gear orders.
Adding Discounts to the Entire Order
Navigate to the Gear Order:
Open the gear order or invoice where you want to apply the discount.
Open the Event Details by clicking on the black icon with an “i”
Add a percentage into the “Default Discount” field
Show Discounts:
Ensure the "Show Discounts" option is selected. This will display the discount on the quote or invoice.
Apply a Top-Level Discount:
If you want to apply a discount to the entire order, you can use the "Show Discount per Order" option. For example, you can add a "Great Haul Discount" and apply it to the entire order.
Adding a Fixed Dollar Amount Discount
Navigate to Company Settings:
Go to the "Company Settings" section.
Navigate to the "Quotes and Invoices" tab.
Add a Miscellaneous Charge Type:
Add a miscellaneous charge type for discounts. For example, you can name it "Flat Rate Discount."
Create a Negative Additional Charge:
In the gear order, add a new line item for the discount.
Set the charge type to the discount you created (e.g., "Flat Rate Discount").
Enter the discount amount as a negative value. For example, if you want to apply a $200 discount, enter "-200."
Check the Expense:
Ensure the expense is checked off to apply the discount correctly.
Adding Discounts via the Information Icon 
Navigate to the Gear Order:
Open the gear order where you want to apply the discount.
Use the Informational "i" Icon:
Click on the information (i) icon to access additional options.
Apply the Discount:
You can apply a discount by percentage or a fixed dollar amount.
Example
Individual Line-Item Discount
Venue: Bridgestone Arena, Nashville, TN
Line Items:
Rental Revenue: $1,000 (25% Discount)
Labor Revenue: $500 (No Discount)
Shipping Revenue: $200 (No Discount)
Total After Discount:
Rental Revenue: $750 (After 25% Discount)
Labor Revenue: $500
Shipping Revenue: $200
Total: $1,450
Fixed Dollar Amount Discount
Venue: Bridgestone Arena, Nashville, TN
Line Items:
Rental Revenue: $1,000
Labor Revenue: $500
Shipping Revenue: $200
Additional Discount:
Flat Rate Discount: -$200
Total After Discount:
Rental Revenue: $1,000
Labor Revenue: $500
Shipping Revenue: $200
Total: $1,300
By following these steps, you can ensure that your discounts are accurately applied and displayed on your quotes and invoices, enhancing your billing processes and customer satisfaction.