Edit Item Discounts

Permissions needed: Finances Edit Discounts
If service charges are set up on your account, they will always be applied the discounted amount, not the original amount.
  1. Go to the event's details page.
  2. Click Financials.
  3. Click the Details subtab.
  4. Click a discount to open its Edit Discount slider.
  5. In the slider, you can:
    1. Select a different Discount Type. If you do, the current description will be replaced with the name of the discount type. For more information, please see Manage Discount Types.
    2. Update the discount's description.
    3. Adjust the discounted amount:
      • Percentage discount types will display the Rate field. This discount rate is applied to all selected charges.
      • Flat discount types will display the Amount field. This exact amount will be discounted from every selected charge.
    4. Update which charges this discount is applied to.
      1. Click Select Charges to Discount.
      2. In the Select Charges slider, select the charges that should be discounted. You can group the event's charges by date or by department.
        • Undiscounted charges included in sent invoices will not be listed. They aren't available to be discounted unless the invoice is marked as unsent.
        • Discounted charges included in sent invoices will be listed, but they will display with a lock lock icon. They cannot be discounted or undiscounted unless the invoice is marked as unsent.
        • Charges that are part of a package display with a package icon. Hover over it to see which package the item belongs to. You can discount one item or multiple items in a package.
      3. Click Select.
  6. When you are done editing the discount, click Save.
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