Discounts: How to set up Fixed Percentage Discounts on an existing Matter.
You now have the ability to use a Fixed percentage discounts on select matters. This Fixed Percentage Discount allows you to enter a percentage discount at the matter level for all invoiced fees. Costs will not be affected by the discount. You may label the discount anything you wish; from 'Family Discount' to 'Military Discount' and so on. The customization is up to you!
These discounts appear on the invoice as soon as its run.
*This is only available for Premier Tier accounts.
5. Finish entering or editing all other Matter information. Then, scroll to the bottom of the screen and click 'Save Matter'.
- You can modify the percentage amount at any time by editing the Matter, changing the amount, and re-saving the Matter.
- You can turn off the Fixed Percentage Discount at any time by editing the Matter, un-toggling 'Fixed Percentage', and re-saving the Matter.
- You can use 'Fixed Percentage' and standard 'Discount Rules' simultaneously.