Difference between revisions of "Assign Discount Before Payment is Received"
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− | + | #REDIRECT [[Invoice_Discounts]] | |
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− | + | __NOINDEX__ | |
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− | + | #Click '''Billing''' in the left-hand menu. | |
− | + | #Click the '''Invoices''' tab. | |
− | + | #Locate the desired invoice where a discount should be applied. | |
− | + | #Click the '''New Transaction''' drop-down arrow. | |
− | + | #:[[File:New_Transaction_-_Add_Discount.jpg|framed|none|Assign Discount before payment is received]] | |
− | + | #Click '''Add Discount'''. | |
− | + | #Type the Discount Amount, Notes/Memo (if desired), and double-check the Discounted Item and Discount Account. | |
− | + | #:[[File:Invoice Discount Screen.jpg|framed|none|Input discount amount]] | |
− | + | #:If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction. | |
− | + | #Click Save Discount. | |
− | + | #Click Show Balance Summary to view the assignment of this discount. | |
− | + | #:[[File:Show_Balance_Summary.jpg|framed|none|Show Balance Summary]] | |
− | + | #:[[File:Discount Balance Summary.jpg|framed|none|Balance Summary displayed]] | |
− | + | #This invoice will display the new amount when payment is received. At that time you may view the discount by clicking View Credits & Discounts. | |
− | + | #:[[File:View Credits & Discounts.jpg|framed|none|View Credits & Discounts on the Payments tab]] | |
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Latest revision as of 18:55, 25 April 2016
Redirect to:
- Click Billing in the left-hand menu.
- Click the Invoices tab.
- Locate the desired invoice where a discount should be applied.
- Click the New Transaction drop-down arrow.
- Click Add Discount.
- Type the Discount Amount, Notes/Memo (if desired), and double-check the Discounted Item and Discount Account.
- If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction.
- Click Save Discount.
- Click Show Balance Summary to view the assignment of this discount.
- This invoice will display the new amount when payment is received. At that time you may view the discount by clicking View Credits & Discounts.