SmartMoving allows you to apply discounts to job invoices. Discounts can be created on the fly for individual jobs or configured in advance for repeated use.
This article explains discount types, limitations, and how discounts impact commissions.
Discount Limitations
Before configuring discounts, be aware of the following rules:
Only one discount can be applied per job
Discounts apply to the entire invoice total
Discounts cannot be applied to specific line items (e.g., packing labor only)
Types of Discounts
SmartMoving supports two types of discounts:
1. Custom Discounts (Ad Hoc)
Custom discounts are created at the time a job estimate is prepared.
Examples:
Customer service adjustments
Damage-related credits
One-time promotional adjustments
You can allow your team to create:
Percentage-based discounts
Dollar amount discounts
Enable Custom Discounts
Navigate to Settings
Select Accounting
Click Job Discounts
Enable one or both of the following toggles:
Allow Custom Percentage Discount
Allow Custom Specific Amount Discount
Once enabled, your team will see “Amount Discount” and/or “Percentage Discount” options when selecting Add Discount on a job estimate.
2. Specific Discounts (Pre-Configured)
Specific discounts are created in advance and can be reused across multiple jobs.
Examples:
Military discount
Senior discount
Seasonal promotion
How to Create a Specific Discount
Go to Settings > Accounting > Job Discounts
In the Specific Discounts section, click Add Discount
Enter the following:
Name (e.g., Military Discount)
Description (optional)
Expiration Date (optional, for limited-time offers)
Select the discount type:
Amount (enter dollar value)
Percentage (enter percent value)
Click Create to save, or Create and Add Another to continue adding discounts.
Edit or Delete a Specific Discount
To modify an existing discount:
Click the menu button next to the discount
Select Edit to update:
Name
Description
Expiration
Type
Amount
Click Update
To remove a discount:
Click Delete
Set Commission Rules for Discounts
In the Commission Settings section, you can determine how discounts affect sales commissions.
Choose one of the following:
Pre-Discount
Sales commissions are calculated based on the invoice total before the discount is applied.
Post-Discount
Sales commissions are calculated based on the invoice total after the discount is applied.
This setting ensures your compensation structure aligns with your company policy.