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Setup & ManagementOwner

Customer types & automatic discounts

When to use this: giving groups of customers (Senior Citizen, Wholesale, Staff…) a standing discount that applies itself.

Steps

  1. Settings → Customer Types — create a type with a name and default discount %.

  2. Assign the type on a customer's profile (edit → type).

  3. See it work — link that customer on a bill: the discount applies automatically (→ BILL-04).

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