Sales
Applying discounts in an invoice
Discounts are applied in two ways
- Discount on the invoice total amount
- Select “Sales” from the navigation menu.
- Click “Create Invoice“.
- Input the invoice details.
- Find the “Discount & Deposit” tab in the advanced invoice options.
- Input the field “Discount“.
- Discount: Input a discount to be set on the total invoice amount using the drop-down menu to select from “Percentage” or “Amount“.
- The discount is then automatically applied to the invoice total amount.
- Discount: Input a discount to be set on the total invoice amount using the drop-down menu to select from “Percentage” or “Amount“.
- Inline Discount for each item
- Select “Sales” from the navigation menu.
- Click “Create Invoice“.
- Input the invoice item table.
- Set a discount on each item separately price in percentage (%) or amount ($) as needed.
- Note that item Discounts need to be activated in Sales Settings, for more information please refer to the tutorial ” General Invoice/Estimates Settings“.
- Note that a discount is automatically filled in case it has been pre-set while creating the item in the inventory database.
- For more information on adding discounts into an item’s file, please refer to the tutorial “Adding a product or service“.
Applying deposited down payments in an invoice
- Select “Sales” from the navigation menu.
- Click “Create Invoice“.
- Input the invoice details.
- Find the “Discount & Deposit” tab in the advanced invoice options.
- Input the field “Deposit“.
- “Deposit“: Input the deposit amount and select from “Percentage” or “Amount“.
- Check the “Already Paid” checkbox in case the client has already paid the deposit.
- Payment Method: Input the deposit payment method using the drop-down menu.
- To edit the activated payment gateways, please refer to the tutorial “Managing Payment Options“.
- Reference No.: Add the payment reference number.
- Treasury: Select the treasury where the payment has been received using the drop-down menu.
- Note that after saving the invoice, the deposit amount will show in the invoice with the remaining outstanding balance and the invoice will be stored with “Partial” paid status.
- In case the client has not already paid the deposit, the deposited amount will show as an outstanding balance and the invoice will be stored with “Unpaid” status.
- Payment Method: Input the deposit payment method using the drop-down menu.
- Check the “Already Paid” checkbox in case the client has already paid the deposit.
- “Deposit“: Input the deposit amount and select from “Percentage” or “Amount“.