How Discounts Work in Bolster

Setting a Discount on a Quote

When creating or editing a quote, you can apply a discount in one of two ways:

• Percentage (%) – A percentage off the total quote
• Fixed Amount ($) – A flat dollar amount off the total quote

Once applied, the discount is automatically calculated across the entire project.

How Discounts Are Calculated

Let’s break it down with a simple example:

Scenario:

• 2 bathrooms (quantity = 2)
• Flooring: $1,000 per unit
• Tile: $500 per unit

Step 1: Base Quote Total (Before Discount)

• Per unit: $1,500
• Total: $3,000

Step 2: Apply Discount (10%)

• Discount per unit: $150
• Total discount: $300

Step 3: Final Price (Before Tax)

• $3,000 − $300 = $2,700

Step 4: Tax

• Tax is calculated after the discount is applied

How Discounts Apply to Line Items

You don’t need to manually discount individual items.

Instead:

• Every cost item automatically inherits the quote’s discount
• The discount is applied proportionally to each item

Example:

• Flooring ($1,000) → $100 discount per unit
• Tile ($500) → $50 discount per unit

If your project has multiple units (e.g., 2 bathrooms), the discount scales accordingly.

How Discounts Work on Invoices

Invoices always reflect the discount set on the original quote.

When generating an invoice:

• The same discount percentage is applied to the invoice amount
• This applies to progress draws and partial invoices

Example (50% progress invoice):

• Invoice amount: $1,500
• Discount (10%): $150
• Tax applied to discounted amount ($1,350)

Key Rules to Know

• Discounts are quote-level only
  You cannot apply different discounts to individual line items.
• All items inherit the discount automatically
  No manual adjustments needed.
• Tax is calculated after discounts
  Customers are taxed on the reduced price.
• Quantities multiply discounts
  More units = larger total discount.
• Invoices always match the quote discount
  Discounts cannot be changed at the invoice stage.
• Accurate calculations
  Bolster uses high-precision math to ensure accuracy, even on large projects.