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.
1. Navigate to the Matter and select 'Edit Matter'.
![](https://media.screensteps.com/image_assets/assets/003/820/477/original/e6ef53da-055b-42c1-91d7-f246c90051c6.png)
2. Select 'Billing Information' to expand this section.
![](https://media.screensteps.com/image_assets/assets/003/820/469/original/317b8e29-31aa-47ec-9ee9-4878b648dc60.png)
3. Toggle 'Fixed Percentage' on.
![](https://media.screensteps.com/image_assets/assets/003/820/473/original/f1e3c562-7dd1-4319-aaa9-5c3ab50c6d66.png)
4. Enter the 'Percentage' and 'Discount Description for Invoices'.
![](https://media.screensteps.com/image_assets/assets/003/820/465/original/edeab448-e3e4-49b1-9588-8fc8154497fa.png)
5. Finish entering or editing all other Matter information. Then, scroll to the bottom of the screen and click 'Save Matter'.
![](https://media.screensteps.com/image_assets/assets/003/820/471/original/31c70f53-9206-461c-90e6-1d5d6141cba5.png)
Your Invoices will reflect this discount when the Invoice runs.
- 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.