Using Discounts in Visual Dispatch

Visual Dispatch allows you to easily configure and apply discounts to rental items. Once discounts are set up, they can be selected directly on a rental and will automatically carry through to the invoice.

This article explains how to set up discounts, apply them to a rental, and understand how they appear on the final invoice.

1. Setting Up Discounts

Before applying a discount to a rental, you must first define your available discount options.

Steps to create discount options:

1. Navigate to Lists → Discount.
2. Create or edit the discount types you want available in the system.
3. Each discount option you configure here will become selectable when working with rentals.

2. Applying a Discount to a Rental

Once your discount list is configured, you can apply a discount directly to a rental item.

How to apply a discount:

1. Open the rental from the Day View (or any applicable view).
2. Select the rental line you want to modify, right-click and select Edit Rental.
3. Locate the Discount dropdown.
4. Choose any of the discount options you previously created in Lists → Discount.

The discount amount and behavior will follow the rules defined during setup.

3. Discount on the Invoice

After selecting a discount on the rental, Visual Dispatch automatically transfers the discount settings to the invoice. There is no need to reapply or manually update the discount—your chosen discount will appear with its designated percentage, dollar amount, or structure exactly as configured.

This ensures consistency and reduces manual entry errors during your billing process.