How do I add a discount to an estimate?

You add a discount from the Estimate Total card at the bottom right of the estimate builder.

How to add a discount

1. Open the estimate in the estimate builder.
2. In the Estimate Total card at the bottom of the page, click Add discount.
3. Choose Amount ($) or Percent (%), type in your number, and save.

The discount appears as its own line in the totals block, right between your Subtotal and Tax.

How discounts work

• Applied before tax. The discount comes directly off your pre-tax Subtotal. Tax is reduced proportionally across any taxable sections, so the customer is only taxed on what they actually pay.
• Percentages convert to a fixed amount. If you choose Percent, Coastline calculates the dollar value based on the current Subtotal at the moment you save. Adding or removing line items later will not recalculate the discount.
• Carries into your invoices. When you convert an approved estimate into an invoice, the proportional discount carries through to the invoice lines and tax, keeping your billed total identical to what the customer accepted.
• One discount per estimate. Each estimate can have one discount. To change or remove it, click the edit link on the discount line in the Estimate Total card.

When discounts are hidden

The Add discount option is hidden in two situations:

• The estimate is already approved. An approved estimate is locked. To change the discount, cancel the estimate first to unlock it, make your changes, and send or approve it again.
• The estimate has a total override. If you have set a manual override on the grand total, that override replaces all other total calculations and the discount control is disabled.