Show discounts on your invoices and other documents

  1. Overview
  2. Invoices & Quotes
  3. Customise invoices or quotes
  4. Show discounts on your invoices and other documents

ⓘ This article is for small businesses who use Xero

Overview
  • Customize your standard or advanced invoice template to show discounts on PDF and email copies of your transactions.
  • Show discounts on PDF and email copies of your invoices, quotes, customer credit notes, customer statements, and purchase orders.
Standard Template1 DOCX Template

  1. Click the organisation name, select Settings, then click Invoice settings.

  2. Find the standard template you want to update.

  3. Click Options, then select Edit.

  4. Clear the Hide Discount checkbox in the middle column.

  5. Click Save.

Use the invoice template table of fields to select the discount information you want to display on your invoices and other documents.

ⓘ Tip

You can set up two advanced invoice templates, one of which displays a discount column. You can then apply a specific template to an invoice when you want to offer certain clients a discount.

  1. Click on the organisation name, select Settings, then click Invoice settings.

  2. Find the template you want to change and click Download.

  3. Use Microsoft Word to open the template you want to change from the ZIP file.

  4. Insert a new column on your template and name it according to the discount information you want to show. Consider changing your DOCX margins or page orientation for each new column.

  5. Click into the cell below your column heading, and go into the Insert tab.

    Empty cell below the newly created Discount column to insert relevant discount merge field.

  6. Click Quick Parts and select Field.

  7. From Field names, select MergeField.

  8. In the Field name text box, type either:

    • DiscountPercentage to display the discount percentage.

    • DiscountAmount to display the actual value of the discount.

    • DiscountedUnitPrice to display the unit price after the applied discount.

  9. Click OK.

    Discount merge field inserted onto the template.

  10. Next to the subtotal, insert the TotalDiscountAmount field following the steps above. This field shows the combined value of the discount across all lines. You can also enter the text (includes discount of).

    Subtotal cell with the 'TotalDiscountAmount' field inserted.

  11. Save the template file to your computer.

  12. In Xero, go back to Invoice Settings, find the template you want to update then click Upload.

  13. Follow the process to upload your template, then click Upload to confirm.

Take a look at the Insert, edit, and view fields in Word support guide from Microsoft Support for more information on working with field codes.

 

 

 

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