Click on the gear icon in the top right corner of the page and then choose SETTINGS from the dropdown. Toggle DISCOUNTS & COMPS to the on position.

We preload your account with 3 main accounts: Customer, Employee and Manager. If you need to add or edit these, click on the gear icon then LIST and then ACCOUNTS.
Use the green plus sign to create a new account and enter the account name and number (optional). You can also indicate if you would like this account to be percentage driven on your budget or dollar driven. (Percentage driven means that you will assign a percentage of sales, dollar driven means you will assign a dollar amount). Click SAVE.

Related Articles: