14 comments found.
Hi There, I found issue with latest update. We have module for custom lines and with your module it doesn’t show custom lines in proposals and invoices when sent to client… can this be fixed?
Hello, I received your email and I am replying there. Please check your inbox.
Has line discount not saving when updating being fixed? We want to purchase this module but don’t want to buy it if doesn’t work. Looking for feedback
Hi, thank you for your interest! Yes, the issue with line discounts not saving during updates has been fully resolved in the latest version.
I have also updated the demo site with the newest build. You are welcome to test the discount functionality there yourself to ensure it meets your requirements before purchasing.
Thank you. I just purchased it. Installed it and it works fine. I’ll contact support if any issues. So far works great.
That’s great to hear! I’m glad you found the installation process smooth. You can always reach me at halilyazilim1@gmail.com if you have any questions or need further assistance
I have the same issue like the previous poster with the line discount not saving when updating. The description update seemed to help but since we have a lot of people using it, it’s a bit tricky to ask everybody to do it. Would it be possible to release a fix for this issue?
Yes, I am working on a solution for this. The method I am trying is: when you change the discount rate, the system automatically adds a space at the end of the product description. Then, after saving, that extra space is removed again from the database. I am currently working on this approach.
Hello,
Unfortunately, I am experiencing an issue with the discount function. When I first enter a discount, everything is calculated and displayed correctly. However, if I try to adjust the invoice or quote later by changing the discount, the updated value is shown on screen, but the system reverts to the old discount for the individual line item upon saving.
While the total calculation at the bottom updates correctly, the individual item does not. Currently, I have to delete the item, save, reopen the document, and then add the item again with the new discount to make it work. Notably, this error even occurs in the demo version.
Hello,
Unfortunately, I am experiencing an issue with the discount function. When I first enter a discount, everything is calculated and displayed correctly. However, if I try to adjust the invoice or quote later by changing the discount, the updated value is shown on screen, but the system reverts to the old discount for the individual line item upon saving.
While the total calculation at the bottom updates correctly, the individual item does not. Currently, I have to delete the item, save, reopen the document, and then add the item again with the new discount to make it work.
Even in the demo version, this error occurs.
Hello,
Unfortunately, I am experiencing an issue with the discount function. When I first enter a discount, everything is calculated and displayed correctly. However, if I try to adjust the invoice or quote later by changing the discount, the updated value is shown on screen, but the system reverts to the old discount for the individual line item upon saving.
While the total calculation at the bottom updates correctly, the individual item does not. Currently, I have to delete the item, save, reopen the document, and then add the item again with the new discount to make it work.
Hello,
Thank you for the detailed explanation regarding the issue.
The module operates via system hooks, which are triggered when a change is detected in the core Perfex item fields (such as product name, description, quantity, or price). If none of these primary fields are modified, the system may not recognize the line as “changed,” which can prevent the discount update from being saved correctly.
As a workaround, when you update the discount, could you please make a small adjustment to the item description (for example, adding a space, a dot ”.”, or a comma at the end) and then save the document? This will ensure the hook is triggered and the new value is recorded.
If the issue persists after trying this, please contact me directly at halilyazilim1@gmail.com and I will be happy to assist you further.
Best regards, Halil
Hello.
Currently, the discount percentage isn’t appearing in the discount column; it only appears at the bottom. It’s also not showing up in the PDF.
Hello
To better understand the issue, please send us an email with:
A screenshot showing where the discount is entered and where it’s not visible
Your Perfex CRM version
You can email us at halilyazilim1@gmail.com . We’ll be happy to check and assist you.
Thanks!
It seems the problem has been resolved.
Thank you.
Great! Glad it’s resolved.
Let me know if you need anything else. Thanks!
Can your module apply a fixed discount amount? For example, if a product costs $11.50, I want to apply a $3.50 discount directly, instead of calculating the percentage needed to reach that amount
Yes, this feature has been requested by several users. I will add the fixed discount amount option in the next update. But I cannot give an exact date yet.
Hi, i see you have done a good job. I need something like that : a new column in the items details call Days and it use to calulate amount = Qty*days
Thanks for your feedback!
Please send me an email at halilyazilim1@gmail.com so we can discuss the details about your request.
Hello, I’ve encountered a bug related to discounts. When I add a discounted product, the order discount total is not updated automatically — it only updates after saving the order or when I manually click on the “Fixed Amount” select field. How can I fix this behavior so that the discount total updates immediately, without the need to save or manually interact with the select? Additionally, would it be possible to add two new lines in the final order summary: -Subtotal before discounts -Subtotal after discounts Thank you for your support. Walter
Hi Walter,
Thank you for your feedback. I’ll review the issue and make sure to apply the necessary fix.
Best regards,
Halil
Hello and thank you for your great module, I just found that the new version of perfex offers the feature in estimates and proposals some of the items to be optional, but when I activate your module this option is no longer available for the customer even thought when I create an estimate this options is available on my side but not for the client
Hello
I hadn’t checked it from the customer side, only the PDF outputs. I’ll check how it looks when the customer logs in. Thank you for helping me notice this issue.
Any Update for the problem?
Can you reach me by email? Here is my email address: halilyazilim1@gmail.com
Hello Halil, I have already contacted you by email, just check for webnestors@gmail.com
Hello,
I replied to your email.
Hello. You seem to have many interesting modules. Respect for your good work. I have a presale question. Could this module work as “negative” discounts as well? Example: “-10%”? Thanks!
Hello, thanks for your interest
Negative values like “-10%” are not supported. You can only enter values between 0 and 100.
That would act as a surcharge, not a discount, and on invoices/PDFs it may confuse customers (showing “-10% discount” but higher price).
Would you need it as a surcharge feature instead?
Hello. Thank you for your prompt response. I understand. Both features (discount & surcharge) would be nice to have 
Thanks
I will evaluate this. I can add an on/off option for surcharge. Then the value range can change, and negative values will be possible. You can be sure I will consider this.
Superb! Thank you. You can let me know when such update is released. Thanks!
Hello,
The negative discount option has been added.
You can activate it in the settings section.
https://demo1.suitedigital.net/admin/line_discounts/settingHello! Thank you for letting me know. I will be purchasing this and other module as well this week.
I have one question tough. Would it be hard to introduce a new column “Commision”, similar like “Discount” if the “negative discount” option in enabled?
Why? Because altough everything works nicely now. Visually it’s a bit misleading / confusing at times.
Do you that would be feasible?
- Do you – think – that would be feasible?
Sorry for the typo.
Got it
Yes, this is possible. I can add two different columns, but I’m not sure how useful it would be.
Hello again. Sorry for my late reply. I will explain quickly. I guess what I was really looking for was a “Commission” module But having both (“Discount” & “Comision” options) would be amazing. Does this piece of info help a bit more? Do you think you could add a new column (if that option is enabled in the settings) labeled “Commission” so it could function like this? Sending my best regards.
Hello
Actually, if I had added a dedicated Commission field from the beginning (instead of allowing negative discounts), your request would already be solved I will definitely consider this.
My main plan for this module was to add options like customer group–specific discounts or product group–specific discounts. I’ll also try to include the Commission feature you suggested.
Thank you for your prompt reply. I’m so sorry for all the confusion and not being clear form the very beginning. Definitely my fault! If however introducing “Commission” feature is still on the table that would be wonderful As for your other upcoming features “customer group–specific discounts” &
product group–specific discounts” – these sound super promising. Thank you for your good work! I will be purchasing oyur other modules soon too.
Hello again I’m so sorry to impose myself like this. I just wanted to ask whether the update we talked about will be eventually included within your module? Thank you in advance for your reply and have a good day.
Hello
Thank you for your message! I will add the feature you requested, but I’m not sure exactly when. I need to make a few updates to my other modules first, and after that, I will update this module as well.
If you have any other questions or requests, you can reach me anytime at halilyazilim1@gmail.com .
Thank you and have a great day!
Can this be used along with “Promo Codes & Discount Module for Perfex CRM with Client Segment Export” module?
Hello,
I haven’t had the chance to fully test the “Promo Codes & Discount Module for Perfex CRM with Client Segment Export”, but based on what I’ve seen, it appears to apply discounts on the invoice total amount (such as coupon-based discounts).
The module I developed, on the other hand, works with line-level discounts, meaning it allows you to apply individual discounts to each product/service item. Since these two approaches work independently, they should be compatible.
In general, I don’t expect any conflicts. If you experience any issues or need customizations, feel free to reach out to me at halilyazilim1@gmail.com.
Hello! Halil, I’m interested in this module and would like to know if it’s possible to add an extra feature, or if you plan to include it in future updates:
Could you implement a conditional discount based on early payment or early acceptance of proposals/estimates? For example:
The client receives a 20% discount if they pay before the invoice due date.
If they miss the deadline, the discount is removed, and the full price is applied.
Ideally, the feature would:
Show the discount and the condition in the PDF, with a custom message like: “You have an active discount. Pay before [due date] to keep it.”
And provide a merge field/placeholder like {discount_value} for use in email templates (notifications, reminders, etc.).
Is it possible to adapt the current module to support this logic? Do you offer custom development or plan to include something like this?
Thank you for your time!
Hello Carlos !
You can use the {discount_value} field in the invoice for the total discount applied on products.
Applying a discount for early payment is a nice feature and definitely useful. I plan to design a settings screen for that soon.
Thank you for your suggestion!
