How To Include A Discount On A Quote

How to Add a Discount to a Quote in PhotoBiz

PhotoBiz Website Package includes Quotes & Invoicing, which allows you to create professional price quotes and custom invoices for your clients. You can add discounts directly to a quote before sending it by email.

This guide walks you through how to apply a discount by adding a negative line item to your quote. By the end, your quote will reflect the adjusted total and be ready to send to your client.

STEP ONE

Log into your PhotoBiz account and click QUOTES & INVOICES in the left-side menu of your control panel.

This opens your Quotes & Invoices dashboard where you can view existing quotes and create new ones.

STEP TWO

Click the NEW QUOTE button to create a new quote for your client.

Enter the client’s information and any required details to generate the quote draft.

STEP THREE

Once your quote is created, you will see a preview of the quote in the center of the screen. In the upper right corner, click the EDIT button to add or modify line items and pricing.

The right-side editing panel will open where you can build out the quote details.

Good to know: You can preview your quote at any time by clicking the gray URL located under the quote number at the top of the page.

STEP FOUR:

In the right-side editing panel, click the CUSTOM ITEM option.

This allows you to manually add a new line item to the quote.

FINAL STEP

Enter a name for the discount, such as “Loyalty Discount” or “Promotional Credit.” Add a short description if needed.

In the price field, enter the discount amount as a negative number. For example, enter -50.00 to apply a $50 discount.

Click ADD ITEM to apply the discount to the quote.

You will see the total update automatically to reflect the reduced amount. Review your quote to confirm the pricing is correct. When everything looks accurate, you can send the quote to your client by email.

Helpful Notes

Discounts must be entered as negative amounts to subtract from the total.

You can add multiple custom items if you need to apply more than one discount or adjustment.

After sending the quote, you can track its status from your Quotes & Invoices dashboard. Quote statuses include Pending, Approved, Declined, or Expired.

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