> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/proposals/discounts.md).

# Discounts

A discount is something you choose to give, on top of the price you quote. You can quote any price for a service, above or below the standard price, and still show the client a discount on it. The client sees the quoted price struck through next to what they pay.

There are two kinds:

* **A discount on one service**, set in that service's edit window.
* **A discount on the whole proposal**, set from the **Discount** button.

You can use both on the same proposal. The service discount comes off first, then the whole-proposal discount comes off what's left.

***

### What the client sees

Each discounted service shows the quoted price struck through, with the price they pay underneath.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-76b6fce305fc605419b825a6867e2fb9fbd4670c%2Fproposal-discount-service.png?alt=media" alt="A service on the proposal page showing $322 struck through, a −10% tag and $290 underneath"><figcaption><p>A discounted service, with <strong>Show % off</strong> turned on</p></figcaption></figure>

The total shows the same: the total before discounts struck through, then the total the client pays.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-1d07d2079876eeeaecc648c07b77c0a0b9e1945c%2Fproposal-discount-total.png?alt=media" alt="The proposal total showing $11,110 struck through, a −9% tag and $10,550"><figcaption><p>The proposal total</p></figcaption></figure>

The **−10%** tag only appears if you turn on **Show % off** (see below). There's no "you save" wording. The client sees the before and after prices and works out the rest.

The billing schedule, invoices and Xero all use the price the client pays.

***

### Discount one service

1. On the proposal, click **···** next to the service and choose **Edit**.
2. Under the fees, click **+ Add discount**. (It stays hidden until you ask for it. A service that already has a discount shows it straight away.)
3. Choose **$** or **%** and enter the amount. A line underneath shows what the client will pay, for example *Client pays $450.00 a month instead of $500.00*.
4. Add a **Reason** if you like. It's internal and never shown to the client.
5. Click **Save Changes**.

The service row on the proposal now shows the quoted price struck through above the new price.

**A $ discount comes off the fee as you entered it.** For a service billed monthly, $50 off means $50 off every month. For a once-off fee, it comes off that fee. If a service has more than one fee (say $1,800 on acceptance and $100 a month), the $ discount is shared across them in proportion, and the line under the discount shows what the client pays for each.

**A discount must be less than the price.** The window won't let you save a discount of 100% or more, or one in dollars that's as large as the fee.

To remove the discount, open **Edit** again, click **Remove discount** and save.

***

### Discount the whole proposal

1. In the services toolbar, click **Discount** (next to **% Increase**).
2. Choose **$** or **%** and enter the amount.
3. Enter a **Reason**. It's required for a whole-proposal discount and is never shown to the client.
4. Click **Apply**.

A **$** discount comes off the proposal total over its full term, including every recurring period. Rubica spreads it across the services in proportion to their price, so each service and the billing schedule show their share.

To remove it, click **Discount**, clear the amount and click **Apply**.

***

### Show % off

**Show % off** is in the **Discount** panel. It's one setting for the whole proposal: when it's on, every discounted service and the total show a tag like **−10%**. It's off by default.

You can turn it on or off without changing any discount. Click **Discount** (the panel opens with the current discount already filled in), tick or untick **Show % off**, and click **Apply**.

***

### What you'll see in Rubica

* The **Discount given** box appears in the proposal totals once any discount is applied. It shows the total taken off over the full term and the % off the quoted total.
* Each discounted service shows its quoted price struck through above the price the client pays.
* Accepted proposals show the same view.

***

### Things to know

* **Discounts are logged.** Every change is written to the proposal's automation log: who changed it, the before and after, what the client now pays and the reason.
* **Editing a price keeps the discount.** If you change a discounted service's fee, or apply a **% Increase**, the discount is applied again to the new price. A 10% discount stays 10%.
* **Estimate and Included services can't be discounted.**
* **Accepted proposals can't be discounted.** Once a proposal is accepted, its prices are what's billed.
* **% Increase is different.** An increase changes the fees and the client only sees the new price. A discount keeps the quoted price and shows the client the reduction.
