---
title: "Invoice > Apply a Discount or Adjustment to an Invoice"
canonical: "https://technology.bytangram.com/space/TGKB/418578533/Invoice%20%3E%20Apply%20a%20Discount%20or%20Adjustment%20to%20an%20Invoice"
format: markdown
---
In WorkBook you can add **discounts or adjustments** to an invoice as a percentage of the total invoice or discount/adjust particular line items on an invoice. 

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

---

## ADJUST AN INDIVIDUAL LINE ITEM

- Select the **line item** you wish to adjust
- In the example below, printing is being charged to the client at $3,999.60 and we want to round it up to $4,000.00

![image](media://0902a066-b339-419d-8acd-4aae931ac669)

- Any **additional income** you wish to charge the client should be added to the **extra **column
- In this example, we’re adding $0.40

![image](media://c9951c15-3e4e-4ee6-a312-2262b35d7b46)

---

## DISCOUNT AN INDIVIDUAL LINE ITEM

- Select the **line item** you wish to discount
- Add the **total amount **to be discounted in the **discount **column

![image](media://31d34636-28ee-4030-9465-57232906ab95)

- Click **enter** and this will apply the discount to the line item

![image](media://4921c5f9-2c30-4fd1-8f40-055dbe7c0df8)

---

## APPLY % ADJUSTMENT ACROSS TOTAL INVOICE VALUE

This method applies a percentage adjustment to the total invoice value, e.g. adding a 10% project management fee to an invoice.

The adjustment is applied to the total invoice value at the time the adjustment is added, therefore it does not recalculate if you add/remove rows or change values (simply delete the row and add the adjustment again in this instance). 

- Go to the **lines** tab and select the correct **activity** to add your adjustment or discount
- Amend the **activity text**, if required

![image](media://1577c554-5453-4f29-b9fc-11923d5c5c59)

> 📝 The adjustment can be applied to any activity, however the % applies to the invoice total value, not only to the value of the selected activity. It is therefore recommended to use an activity specifically created for adjustments.

- In the **extra** column, you will need to calculate your adjustment
  - To add **10%** to your invoice use **0.1**
  - **15%** use **0.15**
  - **20%** use **0.2** etc
- The percentage needs to be **multiplied** by the **total amount of the invoice **e.g.
  - 0.1*****[total invoice amount]
  - 0.15*****[total invoice amount]
  - 0.2*****[total invoice amount]
- In the example below we’re adding 10% to the invoice so the calculation in the **extra **column is **0.1*19,230.00**
- Hit ‘Enter’ from your keyboard when done (or you can click on any other field).

![image](media://4875f3d2-ee40-49e6-8ad3-e6174f37b694)

- This will add 10% to your invoice

![image](media://e7de183e-f9eb-43ce-b40e-0263bf91d381)

---

## APPLY % DISCOUNT ACROSS TOTAL INVOICE VALUE

This method applies a percentage discount to the total invoice value, e.g. discounting total invoice value by 10%. 

The discount is applied to the total invoice value at the time the discount is added, therefore it does not recalculate if you add/remove rows or change values (simply delete the row and add the discount again in this instance). 

- Go to the **lines** tab and select the correct **activity** to add your discount
- Amend the **activity text**, if required

![image](media://9fc05ef4-93df-47bd-a669-836a71521047)

> 📝 The discount can be applied to any activity, however the % applies to the invoice total value, not only to the value of the selected activity. It is therefore recommended to use an activity specifically created for discounts.

- In the **discount** column, you will need to calculate your adjustment
  - To discount by **10%** use **0.1**
  - **15%** use **0.15**
  - **20%** use **0.2** etc
- The percentage needs to be **multiplied** by the **total amount of the invoice **e.g.
  - 0.1*****[total invoice amount]
  - 0.15*****[total invoice amount]
  - 0.2*****[total invoice amount]
- In the example below we’re discounting 10% to the invoice so the calculation in the **discount **column is **0.1*19,230.0**

![image](media://8d01d678-86b2-46f3-aa2d-d39a2de53313)

- This will reduce the total invoice value by 10%

![image](media://546a1307-7af8-4a7a-be48-9d4d124f831d)

---

### Related articles

> Macro (contentbylabel)