Discounts and financing are powerful tools for closing sales — but they need to be used correctly. Here's how they work in RetailGenie.
Applying Discounts
Click the discount icon on any line item or on the invoice total. You can apply a percentage discount or a flat dollar amount. Your manager sets the maximum discount level for your role — the system won't let you exceed it without manager approval.
Discounts over your authorization level will trigger a manager approval request. The manager can approve it remotely from their dashboard.
Pre-Built Bundles
Your store may have pre-configured bundles — like a 'Complete Bedroom Package' that includes a mattress, base, pillows, and sheets at a packaged price, or a 'Kitchen Suite' that bundles a refrigerator, range, and dishwasher. These appear in the product search under the 'Bundles' category. Adding a bundle auto-fills all included items with the correct pricing.
Submitting Financing
When a customer wants to finance, click 'Apply for Financing' on the invoice. You'll see available lenders (Synchrony, Progressive, Acima, etc.) based on your store's configuration. Enter the customer's information and submit it to the lender for review.
- Click 'Apply for Financing' on the active invoice
- Select the lender
- Enter customer details (or they auto-fill from the customer record)
- Submit the application
- If approved, the financing terms are attached to the invoice automatically
Present financing on every transaction, not just when a customer hesitates on price. Financed customers tend to spend more, because the monthly-payment difference for add-ons is small — a protector and a couple of pillows might come to only a few dollars a month.
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Following Up with Customers