Give a discount on a booking
Take an amount off a new booking's price, within the discount limit of your role, before you confirm it.
Give a discount when you agree a lower price with the customer. You enter it while you create the booking, on the last step of New booking.
Before you start
- Your role needs permission to give discounts and a discount limit above 0%. The owner can give any discount. With the standard roles, a manager can give up to 15% and sales up to 5%. See Discounts and each role's discount limit.
- If you do not see the Discount field, your role cannot give discounts.
Steps
- Create the booking as usual: Create a booking. Fill in the Trip and Customer steps.
- On the Payment step, type the amount to take off in Discount. It is an amount in the trip's currency, not a percentage.
- Read the hint under the field: Up to 5% (BHD 12.500) shows your limit for this booking, or Owners can give any discount.
- Check the summary: a Discount line shows the amount and its share of the price, for example 4.2%, and the Total drops.
- Choose the deposit and the rest of the payment step. The deposit share is worked out on the total after the discount.
- Press Confirm booking.
After you confirm
- The booking has a minus line called Discount in Overview, and its total is the discounted price.
- The confirmation and the customer's trip page show the discounted total.
- When you issue the invoice, the discount is shared over the booking's lines, so each line's VAT is right.
Note
The price of a booking is locked when you confirm it. To lower the price later, give back the difference as a refund (Give a refund), or with a credit note once the invoice is issued (Issue a credit note or a debit note).
If something goes wrong
- Above your limit of 5%: the discount is more than your role allows, and Confirm booking cannot be pressed. Lower it, or ask a colleague with a higher limit to make the booking.
- Your discount limit is 5%: the same check, made by the system when you confirmed. Lower the discount.
- You cannot give discounts: your role does not include discounts. Clear the field, or ask the owner.
Related articles
- Discounts and each role's discount limitWho can give a discount on a booking, how the limit of each role works, and where the owner changes it.
- Create a bookingBook a customer on a published trip in three steps, take the deposit and send the confirmation, in about a minute.
- The booking pageEverything about one booking in one place: what to do next, travellers, rooms, documents, payments, invoices, messages and its history.