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Giving a client a discount without altering the template?

  • January 22, 2025
  • 3 replies
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Kari Solomon

Am I missing something? I have a smartfile that includes service selection, client agreement and invoice. Every now and then I want to give a client a discount, and am struggling with how that works in the smartfile. Whenever I’ve gone into the smartfile (from the client’s automation) to add the discount, it changes the original template. How do I give a single client a discount without altering the invoice template I use for everyone?

Best answer by Matthew Eriksen

Hey ​@Kari Solomon! I’m Matthew, a brand designer and HB Pro 😊 this is a great question and one I get a lot from my clients.

You technically have 2 ways to offer a discount inside a Smart File without changing the template:

  1. Manually edit the line item inside the project-applied Invoice to reflect the discounted rate; then mention you gave a discount in the line item description
  2. Or use the Discount tab in the builder (image below)

Step 1: click add discount

Step 2: Add in rate

Personally, because I connect my HB to Quickbooks, I prefer to just change the rate and notify the client in the description because if I don’t then Quickbooks registers the full totla and then also the discount I gave, which for me doesn’t really serve a purpose. (Am I getting that right ​@Geily Romero 😉)

Did that answer your Q? If not, please let me know! Hope you have a great day.

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    3 replies

    Matthew Eriksen
    Community Legend
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    • Matthew Eriksen
    • Community Legend
    • Answer
    • January 26, 2025

    Hey ​@Kari Solomon! I’m Matthew, a brand designer and HB Pro 😊 this is a great question and one I get a lot from my clients.

    You technically have 2 ways to offer a discount inside a Smart File without changing the template:

    1. Manually edit the line item inside the project-applied Invoice to reflect the discounted rate; then mention you gave a discount in the line item description
    2. Or use the Discount tab in the builder (image below)

    Step 1: click add discount

    Step 2: Add in rate

    Personally, because I connect my HB to Quickbooks, I prefer to just change the rate and notify the client in the description because if I don’t then Quickbooks registers the full totla and then also the discount I gave, which for me doesn’t really serve a purpose. (Am I getting that right ​@Geily Romero 😉)

    Did that answer your Q? If not, please let me know! Hope you have a great day.

    HoneyBook Pro Matthew | Brand Designer & Business Coach | goodbrandpartners.com
      Kari Solomon
      • Kari Solomon
      • Author
      • Newcomer
      • January 27, 2025

      ​@Matthew Eriksen  Thanks for your reply. Yes this helps (sort of)!. Solution 1 will work! I didn’t realize I could edit an invoice after it’s applied to a project. I will do this going forward. Solution 2, is what I had been trying to do, but it would alter the smartfile template and not just that client’s invoice. I’m sure it’s user error lol. Thanks again for the tip!

        Geily Romero
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        • Geily Romero
        • Newcomer
        • January 27, 2025

        Hi ​@Matthew Eriksen, when we’re doing it within the invoice and not utilizing the “discount” tab in the builder, let’s just make sure we’re still putting it to a services account named “discounts given” so that it still registers as a discount in QB. It’s important to represent the total invoiced as well as any discounts given, either one of those 2 ways will do that! :) 

        Geily (Haley) *Financial Advisor & Consultant* l www.cuttingedgefinancialsolutions.com
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