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4.209. How in EstiMate can my discount to only apply to specific line items?

When I choose a discount from the discount list it is being applied to the whole quote and I need to have my installs not included in the discount. What do I do?

There are two possibilities:

1. Include the discount as a free-form item with the amount as a negative dollar figure. Procedure:

1A. Click on the 'Add Item' button, and choose 'Free Form'.
For the description type in 'sign discount' or something similar.
1B. Enter the amount as a *Negative* dollar figure.
1C. Uncheck the tax box, press the calculate button and
Click the OK checkmark. The discount will appear on the estimate (or invoice, as the case may be).

TIP: It is best to create the discount line item right after the item to be discounted so the discount line will appear directly under the item you want the discount to apply to.

Caution: This procedure may not work well for users who are importing their finished jobs into QuickBooks. If you are using the QuickBooks link in EstiMate and have difficulty importing jobs with line item discounts then discontinue using the above technique and use the procedure listed in step 2 below for best results.

2. Make a separate estimate for the installs or whatever line items are not to be included in the discount. Make an additional estimate that includes only the items you want discounted and choose the discount from the discounts dropdown on the estimate screen.