Whether it's a common occurrence or occasional one-off situations, you may need to add negative amounts to your Estimates. These negative amounts can represent discounts and/or credits. Keep reading to learn best practices for adding negative amounts to your Estimates.
Create the Expense
Before you add a new Estimate with a negative amount, you're going to need to have the appropriate Expense item in your system. You'll want to add it as an Internal Expense, so your staff don't accidentally track time to it.
Create a New Estimate with the Negative Line Item
Once you've made the appropriate Expense, make sure to include it when building a new Estimate.
To lower the Estimate total, enter a negative value into the Override field of the Credit line item.
To reduce the total by a percentage, enter a negative decimal value into the Rate $ field corresponding to the percentage you'd like to reduce the total by, and enter the Estimate total into the Qty field. This will discount the value of the estimate by a percentage value. In this case, by 5%.
The credit value will pull into the Job financials...
..as well as the Invoice.
Add a Negative Value to a Current Estimate
Adding a negative value to an existing Estimate works the same way.
Navigate to any Estimate Details page. Click Revise & Edit Services (or just Edit Services if the estimate is not marked as Approved).
Click the Add Service Groups button to add in the appropriate Expense.
Choose the appropriate line item, and click Add.
The line item is now added to the estimate, so you can input negative values to reduce the total by a dollar value or percentage, as explained in the previous section.