With Square, you can manually or automatically apply pre-set percentage or dollar amount discounts to your sales. Learn more about creating discounts.
Note: Percentage discounts can be applied to an entire sale or to individual items. Dollar amount discounts can only be applied to an entire sale at this time, unless you’re using automatic discounts. Discounts are applied before taxes unless the Apply discount after taxes setting is enabled.
Apply Discounts on a Tablet
Apply discounts manually from your item library, favourites pages or by tapping an item in the cart and toggling on the discount. If you have set up automatic discounts, they will be added to the sale when the rules you have set have been met.
Note: If discounts are not applying according to rules you set up in your dashboard, try updating the Square app to make sure you have the latest version and features.
Apply Discounts to an Entire Sale
From the Square Point of Sale app, select a discount from your item list in the Checkout screen or favourites page if you’ve saved discounts to it.
Toggle on the pre-created discount you’d like to apply. Note: A manually-added automatic discount will apply to all items in the cart, not just items selected in that discount’s rules.
The applied discount will appear as a Discounts line item within the current sale.
Apply Discounts to Individual Items
Once items have been added to your sale:
Under Current Sale in the Checkout screen, tap the item you’d like to discount.
Toggle on the pre-created discount you’d like to apply.
Note: Manual dollar discounts cannot be applied at the item level. For commonly used dollar discounts, consider creating an automatic dollar discount or separate price points.
Apply Discounts on a Smartphone
Apply a Discount to an Entire Sale
From Checkout, tap Review Sale.
Tap Add discount and choose the discount you’d like to apply to the current sale. Note: A manually-added automatic discount will apply to all items in the cart, not just items selected in that discount’s rules.
Apply a Discount to an Individual Item
Tap Review Sale.
Tap the item you’d like to discount.
Tap the discount you’d like to apply to add it to the current sale.
Apply Multiple Discounts
If you apply multiple discounts to an entire sale, they’ll compound. Here’s an example:
A discount is added to a sale.
Square calculates the discounted sale total.
A second discount is added, which is applied to the total discounted sale price.
If you’re applying a combination of dollar and percentage discounts, the percentage discount will be applied first, followed by the dollar amount discount. When applying multiple discounts, the maximum discount value will only apply to the discounts with a set maximum discount value.
Note: You can only apply a specific discount to a given sale once.
Applying Discounts to Customer Groups
With Square’s Customer Directory, you are able to create Customer Groups based on buyers’ interactions with your business.
Within your Item library, you’re also able to create discounts and then associate a discount to a Customer Group or Smart Group from the Manage Group Discounts page from your Square iOS Point of Sale devices or on your online Square Dashboard. The discount will automatically apply when a buyer from the group is added to an itemised transaction on any Point of Sale device. This helps speed up the checkout process for you and your customers. Once associated, the discounts will work across all Point of Sale devices.
From your online Square Dashboard or from the Square app, select Items > Discounts.
Select Create a Discount.
Toggle on Discount rules and select Customer Group.
Now, you can select the Customer Group you want this discount to automatically apply to.
The discount will automatically apply when a buyer from the group is added to a transaction on any Point of Sale device – speeding up the checkout process for you and your customers.
Also, any customer added to a Customer Group with an associated discount will automatically receive the discount during a transaction.
Learn more about how to create discounts or manage customer groups and filterswith Customer Groups.