Accounting - Discounts
Discounts in Sharper MMS reduce the price of invoice line items by a fixed dollar amount, a percentage, or an amount multiplied by quantity. Once configured, discounts can be applied to any invoice line item when creating or editing an invoice.
Types of Discounts
Type | Description |
percent | Reduces the line item price by a defined percentage (e.g., 10% off). |
fixed | Reduces the line item price by a set dollar amount (e.g., $25.00 off). |
per quantity | Reduces the price by a set dollar amount multiplied by the quantity purchased (e.g., $0.10 off per gallon), up to the line item subtotal. |
Setting Up a Discount
Navigate to Accounting → Settings → Discounts.
Click Add New.
Complete the discount fields:
Field | Description |
Name | A descriptive label for the discount (e.g., "Seasonal Member Discount", "Staff Rate"). |
Type | Select percent, fixed, or per quantity. |
Amount | Enter the percentage (e.g., 10 for 10%) or dollar value (e.g., 25.00). For per quantity, this is the dollar amount applied per unit. |
Inactive | Toggle on to deactivate the discount; leave off to keep it active. |
Click Save.
Applying a Discount to an Invoice Line Item
Open an invoice from CRM → Invoices or from within a reservation.
Select the line item to discount.
In the line item row, locate the Discount field.
Select the discount from the dropdown. The discounted price is calculated automatically.
Click Save.
Point of Sale Discounts
For Point of Sale transactions, Sharper supports automatic discounts applied based on configured rules. POS discounts are configured separately from accounting discounts — see Point of Sale - Discounts for setup and usage.