I encourage booking by offering a discount for booking within a certain time frame, and would love to show an applied discount in the proposal. Or anywhere else for that matter...

I would love to see a discount as a line item on a custom package. I want my clients to see the dollar value of what they are saving. A percentage discount on a single item (i.e. 15% off print) or the entire package (5% off package A).

Also, a specific dollar amount. Like $30 discount.

I was just looking if I can do something like this. It seems like I can go on invoice and apply discount but how is it going to show in the current contract? Would it adjust?

I would also love to see a discount as a line item on a custom package or regular package. I want my clients to see the dollar value of what they are saving. A percentage discount on a single item (i.e. 15% off print) or the entire package (5% off package A).

I offer 10% off if they pay-in-full at the time of booking. Having an option to add this in as a iine item discount in the package would be great!

I would love to see any possible discount option after the invoice is created as well. Something where maybe later you decide you want to take off $100 because of whatever reason.

Finally after struggling I'm going back to my excel contract for those customers who I give discount to. Shootq is just impossible to work with.

First of all I need to show them actual value of package right away when I share price or create a proposal (if they got everything separately which is always higher). I understand that this might be something that not everybody use so there could be a check box for "Show total value to customer" (just like it shows to us on package items screen).

Second when I create proposal or share price I tell them for Sunday wedding they get 10% discount. But there is no way for me to plug it in (or for them to enter it somewhere like discount code) unless I go to each package and change price but then it doesn't show what they are saving - it just looks like regular package price.

I see that I can add discount after they booked which is kind of pointless... That would be a refund, not a discount. Discount is there to help them make a desition so it needs to be shown on share price stage and proposal.

I have to go back on excel spreadsheet I used so I can show all this and it worked great. I don't mind to share it with you guys if it would help to add this feature faster. I know most people don't offer discounts and stick to prices. I also don't discount the higher end packages. But I do have cases where I have nothing going on that Friday or Sunday and I have just one couple quoting so I would rather give them small discount then have no cash flow that day...

Kind of surprised that this isn't possible, or am I missing it?  How do I apply a line item discount during booking?  I can see how to apply a discount after the fact, but it doesn't apply the discount properly to the taxed portion of the order.  Is there a way tho make this work?

Yep. I am creating package and can't find the way to apply discount. The couple books through event planner and they have a special deal. But I want it to be clearly shown... This is MUST feature.

Can someone from ShootQ please reply in this post to explain how we can get this done or if this is even in the works?

Shoot Q - this is critical.  I don't see me using the program fully if I can't show a customer what they are saving.  Please reply to the post and let us know how to do this - if you are working on it - etc.  Please.

Still waiting for a response or some kind of work-around to be able to efficiently show clients there proposals.

Justin, how do you do this at booking time?

Thanks.

Justin, to build on Jenny and Elana's idea, what if there was a check box called "taxable" when you create a discount item/code?  When that item/code is used it will know whether to discount the services/labor or product items, just like you know to apply taxes to items tagged "product" vs. not applying taxes to items tagged "service" when building the package.  Or you could allow discount codes to be identified as product or service as you do with products and services.

It would also be nice if the amount fields for these were editable on the package building form.

Thanks.

Hi Justin,

re:

"This is something we are planning on improving in the future.  One problem we always run into with discounting is in the sales reporting.  On which products are you applying the discount?  Jenny and Elena offer a solution of discounting individual items.  Then if you discount a package, are you also discounting your labor, just the products, and how does that affect the tax on the order.  All things we're thinking about with this suggestion.  I'd love to hear your feedback too.  You can email me directly at justin@shootq.com"

(I'm not sure how much progress you've made on this question since your June 29 post, so if you have, please ignore the rest of this message.)

Since you asked for feedback, some more thoughts on implementation.  How about this approach:

1.  ShootQ offers a product/service type called "Discount"

2.  Create a discount item of this type (with two sub-types called "Percentage" or "Real Amount").

3.  When the discount item is added to a package it applies the discount to the item IMMEDIATELY before it in the list of products/services in the package.

The amount to apply as the discount will depend on what type it is: "Percentage" or "Actual Number."  ShootQ knows to which product/service to apply the discount because the discount item immediately follows the item to be discounted.  Now assuming you charge taxes on products and none on services, ShootQ also knows to apply the discount as a taxable or non-taxable discount based on the type of the preceding item.

For me, I'd like these discount items to have editable amounts (negative) during the package building process.

Thanks for listening!

-ric.

Hey Justin,

I would be happy with simply being able to change the price of a particular line item!  We often our line items are often different prices depending on other package details, and our disc of pictures is ALWAYS a different price.  As it stands I now have to create a New Item, every time I am selling a disc for $645, and again when I'm selling it for $565.  Just like we can adjust the Quantity of an item on the invoice after it's added, we should be able to adjust the price of the line item after it's added.

I'm so glad I came upon this thread. My mind is swimming with how to deal with all these things, and it's all related to an alarming discovery that our analytics don't take into account any of these discounts when we're discounting an invoice. So, my sales reporting is WRONG. But, Justin, I see the issue. In a big package or an order with many items and then one discount, what, exactly, should the discount be pulled from in reporting analytics AND taxes... Such a complicated issue, but I hope you brains over there can find a solution. Ric's suggestions seem like genius to me! :)

I have also noticed that when I discount a product that the sales tax is figured and invoiced on the actual retail amount of the item instead of taking the balance due after the discount into account. That's not right, is it? If I buy a $20 sweater for $10, I only have to pay sales tax on the $10, not the $20 original price. ??? I couldn't really find a thread about that specifically, but it seems to relate here.

Help!

Ric, I don't understand what you're saying. The taxes in ShootQ are on the $20, as it would be in my analogy. Have I set something up wrong? If I have a $1000 item and I'm running a 20% discount special or discount an individual's purchase for whatever reason, they are still charge the tax on the full price on their invoice. So, I'm wondering if I have something set up wrong or if I need to actually create "discount" priced products to make both my sales reports actually show correct data and also so tax is figured properly.

I do realize that taxation and sales-tax laws were established prior to ShootQ. ???

Angee (BTW, sorry I mis-spelled your name.  As someone whose name is often mis-spelled (Rick) I'm usually pretty sensitive to it.)

Maybe I misinterpreted your analogy?  In your analogy you said you think sales tax should be on the $10 you actually paid for the sweater.  You are correct--you only pay taxes on the price you pay for something, discounted or otherwise.

You've done nothing wrong in your setup.  ShootQ is the problem.  And as you've discovered and has been discussed in this thread, there's no way for you to tell ShootQ that the discount is on a product and not a service, because you just enter it as a flat rate after the package price is totaled.  So, instead of providing a way to distinguish product v. service discounts ShootQ just assumes all discounts are on services.  Nice, eh?

Financial systems should NEVER make their own assumptions and why there's no priority in correcting this I have no idea.  This thread was started a year and a half ago and I think ShootQ is wrongly treating this real MISSING functionality as a feature.  This is basic accounting stuff.

HEY EVERYONE:  When you discount products you pass SAVINGS TO YOUR CUSTOMERS!!  That's a good thing-right??!!  Let's get ShootQ to address this!!

As you suggested you will have to create discounted priced products if you want to track sales taxes correctly.  But now you have two new problems: clutter in your pricing settings and no ability to track discounts.

Question for you.  In your $1,000 taxable item with a 20% discount, I assume you're collecting $850 from your customer.  What numbers are you reporting to the state as taxable income and what are you paying the state for sales taxes?

Yes Virginia, taxation is thousands of years old.  :-)  What I meant is that--for ages and ages--accountants and financial programs, like QuickBooks, have had to correctly track discounts on taxable and non-taxalbe items, and bill for, and report sales taxes.  I'm trying to make the point that for the folks at ShootQ, this doesn't need to be a complicated thing to fix.  Just look at QuickBooks, or any other reputable business finance reporting system to see how they do it.  No need to reinvent the wheel.

I know all this is a bit confusing, and I'm not always the best explainer, so if you'd like more clarification just give me a call (678.640.6926).

-ric.

We would love to see a simplified way of discounting a packages (as mentioned in this thread).  Especially nice if the discount for a package could be set to expire, encouraging clients to book sooner vs. later.  

Any updates from the ShootQ team on this?

Also wondering if there is any updates from ShootQ on this. As I look through the missing functionality that I have noticed throughout the program I can't help but notice that no significant changes seem to have been made to the program in over a year. Does anyone know if ShootQ has discontinued active development and reduced dev support to bug fixes?