{"id":6760,"date":"2023-06-14T09:28:44","date_gmt":"2023-06-14T09:28:44","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d9%84%d8%aa%d8%ad%d9%83%d9%85-%d9%81%d9%8a-%d8%a7%d9%84%d8%ad%d8%af-%d8%a7%d9%84%d8%a3%d9%82%d8%b5%d9%89-%d9%84%d8%ae%d8%b5%d9%85-%d8%a7%d9%84%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9\/"},"modified":"2026-01-04T07:02:35","modified_gmt":"2026-01-04T07:02:35","slug":"control-of-the-maximum-invoice-discount","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/control-of-the-maximum-invoice-discount\/","title":{"rendered":"Control of the Maximum Invoice Discount"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1736326124016{margin-left: 200px !important;}”]Discounts have a policy, and they must be applied wisely to ensure that frequent discounts do not result in losses instead of being a means to increase profits.<\/p>\n

How do you control and set the maximum available discounts on your invoices generated through the system and adjust them?[\/vc_column_text][vc_custom_heading text=”How to Add a Maximum Discount Limit” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1697626468542{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1767510149523{margin-left: 200px !important;}”]<\/p>\n

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Click on “Sales Settings<\/strong>” under the “Sales<\/strong>” dropdown in the main menu, then choose “Invoicing Settings<\/strong>.”<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Enable the “Enable Maximum Discount Percentage Limit”<\/strong> feature, then click “Save<\/strong>.”<\/p>\n

Next, specify the maximum discount for the admin, which is applied to those with admin privileges in the system. Or click “Maximum Discount for Employees<\/strong>” to determine the discount available to each of your sales employees.<\/p>\n

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When you click “Employees Maximum Discount<\/strong>,” this screen appears. Press “New Maximum Discount<\/strong>.”<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Select the employee and the percentage of the allowed discount.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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The maximum allowed discount is in percentage, not a fixed amount.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/blockquote>\n

[\/vc_message][vc_message message_box_style=”3d” message_box_color=”alert-warning”]<\/p>\n

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The maximum discount is applied at the invoice level, not the item level. You can learn more about the types of discounts and the differences between them here<\/a>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/blockquote>\n

[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2149,2036,2150],"tags":[4059,3881,3876,2355],"class_list":["post-6760","user_manual","type-user_manual","status-publish","hentry","category-invoices-and-estimates","category-sales","category-sales-settings","tag-enable-maximum-discount","tag-maximum-discount","tag-sales-settings","tag---en"],"yoast_head":"\nControl of the Maximum Invoice Discount - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/control-of-the-maximum-invoice-discount\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Control of the Maximum Invoice Discount - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=”.vc_custom_1736326124016{margin-left: 200px !important;}”]Discounts have a policy, and they must be applied wisely to ensure that frequent discounts do not result in losses instead of being a means to increase profits. 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