How to Create & Apply Discounts on Dubsado 3.0

Dubsado 3.0 allows you to create discount codes that can be used in two different ways: manually applied to existing invoices, or enabled inside a proposal for future client selection.

This gives you flexibility when running promotions or offering client-specific adjustments, while keeping your billing system organized and professional.

To create a discount, you’ll follow these steps:

1. Click Invoicing in your left sidebar

2. Select Discounts

3. Click "+" to add a new discount

4. Select your Discount Type (Percentage or Fixed $ Amount)

5. Input your Percentage % or Fixed $ Amount

6. Input your Discount code (only if you'd like clients to be able to input this discount code on their invoices)

7. Input some optional discount settings:

   1. Select and Income category if you'd like to track this particular discount

   2. Set an expiration date if this discount is meant to expire after a certain date

   3. Set a maximum number of uses if this code is only meant to be used a certain amount of times before it becomes unavailable

Once created, how you apply the discount depends on your goal and timing:

• For future promotions (like a winter sale or seasonal offer you plan to reuse), open your Proposal Template and enable the discount inside the proposal.
  

(Forms > Proposal > Settings > Allow discounts > Select discounts from dropdown list > Save)

• For immediate use (when a client already has an invoice active on their project), you’ll still create the discount the same way - but instead of / in additiona to enabling it on a proposal, you’ll open that client’s existing invoice and apply the discount directly to update the total in real time.

>Start by navigating to the Projects tab, then selecting your Client's Project from the list

>Click into the Invoicing tab, and click "Edit" on their active invoice

>Click the dropdown that reads "Apply a discount" and select your discount from the list.

>Click "Save"