The following article will show you how to give certain clients a discount automatically at purchase.
In this article
Creating a New Client Category
Go to Manager > Categories > Client Categories, then click Add to create a new Client Category.
Give the category a Name (and description if necessary), then set how much discount should be applied for clients in this category. You can set a service and/or retail discount, and you can use the dropdown buttons to set either a discount percentage or amount.
Once you're happy with your settings, click Save.
Assigning a Client to the Category
Next, you'll need to assign this category to the clients that should receive this automatic discount.
To do this, go to Clients > Search for and double-click on a client to open their Client Card > Click the Add button on the right under Client Categories, then select the new category you've created.
This client will now automatically receive this discount whenever they make a purchase.
If you have recently been updated to the new Clients screen, you can assign a Client Category under Basic Information.
Reporting on Discounts
You can run Discounts and Special Offers report for information on discount usage.
You can also run a Sales Transactions report and use the Client Category filter to see a full list of transactions where a Client Category discount was applied.