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Applying a Discount

Discounts can be applied as a default on your customer or supplier Contact record or on Sales and Purchase transactions using the Item layout..

1. At Contacts level

You can set a contact to receive a percentage discount, each time they are added to an invoice.

discount-default

In this example, Janet’s regular customer East Boutique receives a 10% discount on every order. When she selects this customer during sale invoice creation, the percentage will automatically appear:

discount-sale

2. At Invoicing level

You can nominate a discount percentage manually during invoice creation.

discount-sale-override

Giving a Discount for Early Payment

At the moment you can handle early bird/early payment discounts by following the simple process outlined below.

In this example, you issue a sale for $1,000 and issue a Sale Adjustment/Credit for -$100. You apply a Sale Payment to both at once for $900 which you received as early payment from your customer.

  1. Create a sale as normal with information regarding the:
    • Discount or early bird rate.
    • Amount in your standard PDF Invoice Template.
    • Sales screen using the Display Notes on Invoice field.
  2. If the offer is taken up, create a new Sale Adjustment/Credit transaction for the savings amount. Ensure this is a negative amount.
  3. Apply the payment to both the original Sale and the new Sale Adjustment/Credit Sale in order to close them both as paid.

Original Invoice $1000
Adjustment/Credit -$100
Total Payment applied to both $900