Billing Q&A: Courtesy Discount

December 2022    Tags:

Is there an easy way to provide a discount to a client without directly adjusting my fees or entering a credit?

The Courtesy Discount feature in the Client Information window allows you to provide individual or ongoing discounts by amount or percentage. These discounts show as a separate line item on the client’s statement.

To add a courtesy discount for a matter

  1. In the Quick Launch, search for and select “Client Information.”
  2. In the Client ID field, select the matter you want to discount.
  3. On the Billing Options tab, in the Courtesy Discount section:
    1. In the Discount Type field, select whether you want to discount by Amount or Percentage.
    2. Specify the Amount or Percentage of the discount.
    3. If this is a one-time discount, select the Change Discount Type to None after statement updated check box.
  4. Press Ctrl+S.
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