Discounts and Member Pricing

Give a customer a percentage off an invoice or estimate, and let service agreement members get their plan discount without you lifting a finger.

Adding a Discount

Discounts live in the Totals card of the invoice or estimate editor, directly under the Subtotal.

1. Open the invoice or estimate
2. In the Totals card, tap Add discount
3. Enter the Discount (%), from 0 to 100, with decimals allowed
4. Enter the Label shown to the customer, such as "Spring special" or "Repeat customer"
5. Tap Save

The discount line appears as a negative amount below the subtotal, with the label you typed. If you leave the label blank, it reads "Discount - 10%" (with your rate).

To change it later, tap Edit discount. To take it off, tap Remove inside the dialog.

How Discounts Are Calculated

Line	Effect
Subtotal	Sum of your line items
Discount	Percentage of the subtotal, shown as a negative amount
Fees	Added after the discount; fees are never discounted
Tax	Calculated on the discounted taxable amount
Tip	Added last; never taxed or discounted

WorkSnap stores the rate, not just the dollar amount. If you edit a line item or add a change order, the discount is recomputed from the new subtotal so it stays correct.

Where the Discount Shows

The discount line appears everywhere totals do:

• The invoice and estimate editors
• The in-app preview
• The customer's share page and Customer Portal
• The PDF

Member Pricing from Service Agreements

If a customer has an active service agreement with a member discount, WorkSnap applies it automatically the moment you create an invoice or estimate for them, including invoices created from an estimate or a job.

• The line is labeled with the plan name and rate, for example "Comfort Club - 10%"
• The rate is copied onto the document when it is created, so changing the plan later never re-prices an invoice you already sent
• A paused or cancelled agreement stops applying the discount to new documents
• If you already added a manual discount, the member discount is not applied over it

To change a member discount on one document, tap Edit discount. The dialog notes that the discount comes from the customer's service agreement, and that changing it makes it a manual discount on this document only. The agreement itself is not affected.

Tips

• Keep the label customer-friendly. It prints on the PDF, so "Neighbor referral" reads better than "disc".
• Discounts are per document. An estimate's discount carries onto the invoice when you convert it.
• Snap Proposals show a discount line but the control to add one lives on the estimate and invoice editors.

See the pricing page for which plans include service agreements.

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