No matter what the circumstances are, Rodeo gives you the option to add a fee or apply a discount to invoices that have not been marked as final. Invoices that have been marked as final cannot be edited and the following steps will not be available.

If you have already created an invoice and wish to apply a discount or add a fee, go to Invoices located on the left-hand side menu and click on the invoice you wish to make the change. Then click on the green + sign icon located in the lower right corner. Then click on the green % icon to select 'Add a fee or discount'.

If you have just finished creating your invoice, you will see the green + sign icon located in the lower right corner of the screen:

You will notice that a new item block will appear under the subtotal. Go ahead and give it a title, for example, Discounts & Fees.

Next, hover over the newly created block and click on the + sign to add the fee or discount, and select Activity:

A new line will be created where you add the fee or discount. If you want to add a discount, make sure to add the - sign before the percentage amount under the Discount/Fee column:

The Discount/Fee columns are percentage values by default, but you can see the exact amount that relates to the percentage you have given under the Price (excl. tax) column.

When an invoice is downloaded, only the percentage of the fee or discount will be visible.

Relevant articles

How to add a fee or apply a discount to an estimate?

Invoicing an estimate in parts

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