Allfred's invoicing feature gives you flexibility to apply discounts with negative values or add zero-value rows to your invoices. This guide walks you through both features.
Applying a Discount
If you need to apply a discount to an invoice, follow these steps:
In 2nd step of invoicing, enter the final values for each budget item you wish to invoice.
In the 3rd step of invoicing, you can add a new row with a negative value by clicking the "+" button.
Ensure Total Amounts Match: The total amount in the 3rd step must match the amount selected in the 2nd step. For example, if you choose a budget item with an invoice value of 7,900 EUR in the 2nd step and want to apply a discount of -100 EUR in the 3rd step, you need to edit the initial item value. Increase it from 7,900 EUR to 8,000 EUR so that the total amount matches the selected amount from the second step.
Example:
Budget Item Value in Step 2: 7,900 EUR
Discount (Negative Value) in Step 3: -100 EUR
Edited Initial Item Value in Step 3: 8,000 EUR
💡On Time & Material projects, you don't need to have the discount pre-set in the budget at all - since T&M items aren't tied to a fixed budget value, you can simply select any amount in Step 2 and simulate the discount directly in Step 3 (e.g. invoice for 15,000, apply a -5,000 discount row, and the client is billed 10,000).
Adding a Zero Value Row
You may sometimes need to include a row with a zero value on your invoice. Simply use the "+" button in the third step of invoicing to add a new row with a zero value. This can be useful for including items or services that you want to list without charging for them.
